Market Commentaries

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

March 6, 2011 – Comment on “Smart” Asset Allocation article, James Glassman, The Washington Post, March 5, 2011

 

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”