October 8, 2018 – Recent Performance of Global Risk Assets / Strategy Review
February 5, 2018 – Perspective on this latest Global Stock Market Drop
April 7, 2016 – 1st Quarter Review and Strategy Update
January 9, 2016 – Year End Review and Strategy Update
November 15, 2015 – Modified Social Security Filing Methods
October 8, 2015 – 3rd Quarter Review and Strategy Update
August 23, 2015 – Summer Update – Focus on Risk Assets
July 8, 2015 – 2nd Quarter Review and Strategy Update
January 6, 2015 – Year End Review and Strategy Update
October 8, 2014 – 3rd Quarter Review and Strategy Update
July 8, 2014 – 2nd Quarter Review and Strategy Update
April 8, 2014 – 1st Quarter Review and Strategy Update
January 6, 2014 – Year End Review and Strategy Update
July 8, 2013 – 2nd Quarter Review and Strategy Update
April 8, 2013 – 1st Quarter Review and Strategy Update
January 6, 2013 – 4th Quarter Review and Strategy Update
December 13, 2012 – A Look at the Fiscal Cliff: Does it Mean Much for Investors?
Post-Financial Crisis (2011)
October 8, 2011 – When should we rebalance? Should we consider purchasing riskier bonds?
August 7, 2011 – Perspective on ratings downgrade of US debt
During Financial Crisis:
May 6, 2010 – Some Perspective on a tumultuous day
March 20, 2009 – Market “Snapshot”, Perspective, and Political Risk
February 20, 2009 – DJIA Back to November 20th Low – What’s Different?
November 23, 2008 – Weekend Update – Citigroup, TARP, and the FDIC
November 17, 2008 – Perspective, Policy Responses, and Investment Implications
September 14, 2008 – Lessons from Freddie Mac and Fannie Mae
September 7, 2008 – US “Takeover” of Fannie Mae and Freddie Mac
April 7, 2008 – Update on our Passive, Asset Class Balanced Strategy
As Financial Crisis Began:
August 21, 2007 – A Crisis of Confidence in Money Markets
August 6, 2007 – Repricing Risk Due to Sub-Prime Mortgages and Leverage Loans
Prior to Financial Crisis:
April 25, 2007 – Some Perspective on “Dow over 13,000”
June 14, 2006 – 23-day drop in Stocks and Commodities
February 10, 2006 – “CNBC is selling advertising, not dispensing investment advice”