Election Season is Here
We are not here to push a political platform, so let’s put the 2020 election into perspective for the stock market. Here are some quick facts: Historically, if stocks are...
Chairman Powell Letting Loose in Jackson Hole
As we think about economics from a high level it is arguably one of the most interesting and misunderstood topics we face as investors and humans. It is truly the crossroads...
Why ETFs Are Tax-Efficient
Most people hate taxes – that’s one reason they should love ETFs. Here’s what I mean, “About 50% of all equity mutual funds paid out capital gains in 2013, whereas fewer...
Hidden Risks in “Conservative” Portfolios
We have the privilege to receive modeled portfolios from advisors all over. They vary in risk tolerance and philosophy although most have some degree of blending passive and...
The Value of Compounding
Morningstar's style box has been a huge influence in driving investors to see stocks as either value or growth. We think this classification falls woefully short, is highly...
What Are Market Bulls Expecting?
You could be forgiven in thinking that the last quarter felt like one of the longest three months of your life. In what now seems an eternity ago, it could be hard to forget...
Cheap or Expensive ????
“I can’t make sense of this market” – we’ve heard that a few times during this market rip higher. For any readers who have no clue what to think, hopefully this will help....
Can the Fed Keep Mortgages Propped?
Avoiding Agency Mortgage Allocations in our Models We’ve been saying since the middle of last year that the percentage of total returns in fixed income coming from price...
What Bonds Do You Own?
The mathematics of compounding: big losses are essentially ALL that matter to your rate of compounding, not the small losses—and not even the big or small gains. The big...
Welcome to the New Value
“To resist change is like holding your breath – if you persist, you will die”. Lao Tsu It seems no style of investing has a more dogmatic, rear-view mirror approach than...
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