Navigating political conversations with clients
With advisers serving a more diverse group of clients than ever before, discussions about emotionally charged topics may become unavoidable.
The new new normal
Who's afraid of slower growth and puny inflation rates? Apparently, not investors
You think that was bad? Future recessions will be much worse
With the Fed out of tricks, investors should expect a more volatile economy and market over the next 20 years
Finding value in unpopular alpha
If everyone is scared to go into an asset class, then there will be no competition and prices will not get bid up.
Why housing deserves another look
As the housing market starts to recover, advisers and investors might want to reconsider portfolio allocations.
Making 20 years of hindsight pay off
I recently cleaned out some old files in my home office and pulled out some account statements from 2000.
How deep is the investment canyon?
On a recent trip to Singapore, my wife and I took a cable car ride between two islands.