I’m back from my short break and ready to blog again. The markets did not crash while I was away (a small “miracle”), and portfolios have been performing within expectations. In the weeks ahead, I will be unloading more positions to lock in gains, as I expect a correction on the horizon. Nothing dramatic, just…

This blog is temporarily out of service while the author is off collecting life experiences. I will be back in a week or so. A special word of thanks to my long-time partners for their continued trust and support. It is because of relationships like these that I can step away briefly, knowing that the…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. One of the popular themes I have come across repeatedly in my career is decoupling. Well, the idea that investors can reduce reliance on US assets…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…

I’m not active on LinkedIn and I’m far less captivated by the updates that document every business flight taken, every holiday enjoyed, or every plate of food consumed unless, of course, those travel itineraries and dessert choices come with a side of market forecast. Ed Yardeni is one of the few truly sharp minds I…