To Inform: One would think that with ubiquitous internet access and billions of cell phones in service globally that we’d have a very clear picture of what is happening within Iran. One commentator I follow said he thinks the “fog of war” surrounding the conflict with Iran is as great as it has ever been […]
To Inform: This week I had the same general question asked in two separate client meetings: “I have some cash to invest, with the pullback in the markets, should I put the money in the market now?” My response was: “No, let’s dollar cost average the funds. You can put some funds in now, but […]
To Inform: Every so often I find it interesting to tackle a few questions that I’ve heard from clients about the current environment and how the answer to these questions might help us think about the impact on markets. Today, of course, everything hinges on Iran. The questions I’m seeing with respect to the conflict […]
To Inform: Last night we hosted our quarterly Portfolios and Pints event. A crowd of more than 50 enjoyed great food and drinks, fun fellowship, and hopefully took a few nuggets away as The Joseph Group Chief Investment Officer Alex Durbin and I pulled questions from the “Lucky” hat. Why was the hat “Lucky” you […]
To Inform: This week, TJG’s Senior Investment Analyst Jerry Brown and I had the good fortune to host Kay Herr, JP Morgan’s U.S. Chief Investment Officer for their Global Fixed Income, Currency, and Commodities team. Put another way, she’s a big deal in the bond world. The neat thing about bond investors is they tend […]
To Inform: Talking with your adult children about money doesn’t have to mean you’re committing to a big, serious “summit.” It can simply mean staying open to the idea and taking a few gentle first steps when it feels right. You might start by just asking yourself: “If something unexpected happened, would my kids know […]
To Inform: American political scientist Francis Fukuyama wrote a book in 1992 titled The End of History and the Last Man. In his book Fukuyama posited that Western-style democracy was the final form of government for all nations and that the world would soon see more cooperation between nations, freer trade, and less war. Geopolitical […]
To Inform: I had a conversation with an industry colleague this week and I told him one of the things I enjoy most about my role is that I get to lead a team tasked with going a mile wide across the investment landscape. This span of coverage, however, requires the Investment Strategy Team at […]
To Inform: Earlier this week I had the opportunity to attend a meeting of a group of astute investors who run an investment partnership. After enjoying fantastic food, we started reviewing the holdings in their stock portfolio and made an interesting observation – the stocks which had been the leaders in the portfolio last year […]
To Inform: As January comes to a close, many New Year’s resolutions may already be fading, but it’s not too late to get your financial house in order. Acting now can help to ensure a strong finish to the 2025 tax year and set the foundation for a successful 2026. This week we’re sharing a […]