Sometimes the Story is What You Don’t Own
Rick Vollaro | April 16, 2013
The last two days in gold have been downright nasty, as it has lost roughly 13% of its value in that time. That is clearly not what one would have expected in a so called “safe haven” asset class. As always in markets, with a huge move comes big media attention when everyone gets to weigh in on why gold [...]
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The Myth of the Tax Refund
William Bissett | April 12, 2013
It’s that time of year when everyone gets excited for their hoped-for tax refund. But should we really be celebrating? In 1943, Congress pushed through the Current Tax Payment Act which required taxpayers to stay current on their tax liability. They accomplished this via a new withholding system that applied to earned income (e.g., salary and wages). Prior to that, [...]
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Telling Investment Stories
Ken Solow | April 9, 2013
The way we explain our process for managing portfolios has significantly changed over the past few years. It seems that both retail and institutional investors want to hear more about how ‘the sausage is made’ than they did a decade ago. And why not? The financial markets have been difficult to navigate since the market topped in the year 2000 [...]
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