Over the weekend and early on Monday, we received a flurry of messages from our clients – “What’s happening? Should we do something?” Briefly: While we certainly recognize and understand the concerns about what’s going on, we think it wise to exercise caution with respect to our clients’ portfolios right now.
While there is abundant cause for concern in the current political and social situation, our approach has always been to look beyond the current circumstances, and to construct prudent portfolios that can survive most short-term stresses. Briefly, we believe that Trump’s cruel chaos does not create a need to make big changes to your investments at this time.
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
Whenever markets move far enough & fast enough to draw the attention of the non-financial press, investment advisors start to get a few more phone calls than usual. The US markets (stocks and bonds both, unusually enough) have been acting very strange lately — these “up 3%, down 4%” swings…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
In this short series (see the Introduction), I lay out the four key categories of work that we do on behalf of our investment management clients — four kinds of activities that are difficult for folks without our training and experience to do for themselves. I hope that this series…
There are plenty of resources around the internet for people just beginning to look for financial planners and investment advisors — “Ten Questions to Ask a Financial Advisor”, for example, or “Seven Questions Every Advisor Should Be Able to Answer”, or many others. These are great resources, because if you’re…
A few of our clients here in Santa Fe read an article in today’s local paper by Doug Lynam, a partner at LongView Asset Management here in town. The article is headlined “Fight the power, save the planet”, which doesn’t sound particularly scary – but one of our clients asked…
On Thursday, June 8th, the House of Representatives passed the “Financial CHOICE Act”. We believe that this is a remarkably bad bill, and hope that the Senate manages to prevent its adoption. Call your Senators today, and ask them to block any Senate version of this bill! Why are we…
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