Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program?
Pre-COVID, a small business investigated a move from their SIMPLE IRA to a more traditional 401(k) plan. The growing organization was approaching and looking…
Potential Significance of Growth Stocks Outperforming Value Stocks
I have written about the performance differences between growth stocks versus value stocks depending on the business cycle. As the economy begins to accelerate…
As NFL teams rotated into their position to make a draft selection in the recently completed NFL draft, they were placed "on the clock" in terms of having a…
As Stocks Outperform Equity Fund Flows Are Negative
Although 2022 was not a good year for most investment asset classes a recovery in equities actually began early in the fourth quarter of the year. The S&P 500…
Will International Equities Recent Outperformance to U.S. Equities Continue?
Over the past 15 years international developed market equities as measured by the MSCI EAFE Index have outperformed the S&P 500 Index in only four years and…
Spring 2023 Investor Letter: A Stock Market Rebound Continues
Without a doubt 2022 was a tough year for investment returns with 105 out of 112 asset classes generating a negative return, according to Morningstar data…
Investments firms often issue the caveat that "past performance is no guarantee of future results." One area where this is proving to be true this year is with…
As in prior crisis periods for the banks, like the 2008/2009 financial crisis, some investors used the crisis to structure favorable deals. One such investor…
A confluence of factors came together a week and a half ago precipitating a crisis in the banking system, not only in the U.S. but globally. Three banks have…
