01 Feb 2013

Posted at 11:11h in Briefs about our Process, The Friday Brief by
Last weekend I received an email from a client expressing concern about the US Treasuries we hold in her account. She had seen some dire warnings about bonds and particularly Treasuries in the recent media. Given the importance of Treasuries to our portfolio strategy and the rising concerns being stirred by investment gurus and financial media, it seemed appropriate to address Treasuries' unique qualities that are largely ignored by today's financial services industry.

06 Jan 2012

Posted at 11:31h in The Friday Brief by
As we begin a new year we naturally hope for a better one than the last. In fact, much of the economic news released this week supports our hopes. Today the government announced that the unemployment rate fell from 8.6% to 8.5% with the addition of 200,000 more jobs. The results were all the stronger given that the labor pool (those seeking work) did not shrink has it has in previous months. There was also strengthening indicated in manufacturing, factory orders, and the construction industry. These are promising trends, but will they endure?