Blog
You Can’t Do That with a Mutual Fund
We could be accused of having a beef with the mutual fund industry. And we wouldn’t deny that charge. Mutual funds are everywhere and the industry that creates and distributes them has grown large – so large in fact, that many investors have no idea that there are...
Peloton 2016 Q2 Recap
Peloton 2016 Q2 Recap One week. That’s how long it took U.S. stock markets to recover to from the surprise Brexit vote selloff. After a sharp two-day decline triggered by Britain’s June 23 vote to leave the European Union, markets rebounded by the end of the week and...
Brexit & Bregret: Keep Calm & Carry On
Brexit Frenzy What to do about #Brexit? If you’ve turned on the television, checked Twitter, or refreshed your Facebook news feed, you’ve been assaulted by Brexit coverage and opinion. Britain’s vote to leave the EU surprised virtually everyone, including a good...
Common 401(k) Pitfalls and How to Avoid Them
401(k) Pitfalls Note: this post has been updated with content current for 2019. We’re commonly asked by our Custom Portfolio clients to make recommendations for their 401(k) investment alternatives. Over time, we’ve identified a few common 401(k) pitfalls which...
Remember Low Oil?
The Oil Rebound On January 12, we published our blog article: Why Oil Won’t Stay Low Forever. The West Texas Intermediate (“WTI”) spot price – or the price you’d have to pay on that day to own a barrel of oil – was $30.42. The drop from June 23, 2015 ($61.05) was very...