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When Rising Interest Rates Indicate Economic Growth

As the Fed ratchets down QE (the “taper”), we’ve been scouring bank financial statements for a clue as to the likely impact, including the eventual return to normalized interest rates. We use JP Morgan as a case study, because it’s a decent proxy for the large bank...

Is Your Estate Plan in Order?

According to one survey, nearly half of all Americans may lack a basic estate plan.  A prevailing misconception is that estate planning benefits only the ultra-wealthy and that a person’s assets will naturally go to her “next of kin.”  However, that may not be the...

Does Global Asset Allocation Work?

The practice of allocating investment dollars among different “asset classes” (e.g., small cap, large cap, international, etc.) is commonplace among financial advisors.  Asset allocation has well-established academic roots, though academics tend to define risk...

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