by Kevin Kelly, Portfolio Manager If anything, the title is an understatement. Some investors own a large basket of high quality, investment grade bonds of well-known companies. The yields on such securities have declined dramatically and many are now 1% or even less. Many investors do not realize this, however, because they are looking at...Read More

Politics. Blah I detest writing about politics. We are all told how much the stock market is correlated to the presidency, especially in recent years when the level of the stock market has somehow become a feather in the cap of the president. This. Is. Not. True. Coming to the rescue Presidential policy has the ability...Read More

By Jeff Deiss From an investment perspective, concentration in a single stock is associated with the potential for massive gains.  A large stock position acquired through years of executive compensation, superior price appreciation or an inheritance can produce significant family wealth.  At the same time, that wealth may become dangerously concentrated, presenting considerable risks. The...Read More

by David Ruff With the arrival of Autumn, the U.S. Presidential election will increasingly take center stage as the candidates spell out their economic and foreign policy agendas. The outcome is important, not just for the U.S., but for foreign economies as well. Possibly even more consequential is another event happening in the world’s second largest...Read More

History never repeats itself. Man, always does – Voltaire Have you been at dinner lately with friends, and one of them is telling you about their foray into day trading, or simply just bragging about their investments? They are bound to tell you about their outsized gains and incredible winners, but when the check comes,...Read More

by John Bruggemann, CFP Many clients have a need for financing for various reasons- a large purchase such as a new automobile,  a real estate transaction or business needs, to name a few. What many clients do not realize is the ease in which a client can access cash using their taxable investment account as collateral....Read More

by Dr. Charles Lieberman Virtually everyone appreciates that Treasury bonds are close to all-time record low yields, but how should investors adapt to that fact?  Bonds still have a legitimate role to play in any portfolio, but it is appropriate for every investor to revisit their allocation to bonds. Professor Jeremy Siegel of Penn’s Wharton School...Read More

Our founder, Amit Chopra, was recently featured in Yahoo News’s article “Most Americans didn’t tamper with their retirement savings even in pandemic, study finds”, commenting on the concentration of layoffs in the service sector. Read the article here >Read More

 Intelligence, Luck, or Discipline Investing isn’t a hard science, it’s a soft skill. The outcome is much more driven from how you behave, rather than how smart you are. Below is a transcript of a conversation I had this weekend with one of my best friends. Friend: I am up 16% this year, isn’t that...Read More

by Randall Coleman, CFA When I wrote this weekly commentary in July, Elon Musk had just overtaken Warren Buffet on the Bloomberg Billionaires Index. Well, what a difference six weeks can make. As of August 31, Elon had rocketed ahead of Warren, adding another $33 Billion to his nest egg. In that commentary, I posed...Read More