Time for our regular batch of recently asked questions with my thoughts. Perhaps this might address one of your questions as well. Hope you find it helpful
I had an interesting conversation with a friend of mine this week, a brilliant thinker, and a technology genius. Our conversation focused on how words
On Tuesday of this week, I presented my thoughts on the market and answered a number of questions during our live virtual update. I thought you might find
4 Issues
- Presidential election: Tax policy and governmental regulation is what will matter.
- Low interest rates: DWM has adjusted fixed income strategies
Election Uncertainty
There is a lot to be said about the election and how it will impact investment strategy. It’s a complicated topic, so this week I am
Market Movement Downward
“Why has the market gone down?” is a popular question with really no specific answer. While pundits (including me) attempt to
As you know, we’ve been saying for some time that we believe the Federal Reserve will continue to maintain an accommodative interest rate policy. That was
A Crazy Year
A change of pace this week. Let's face it, this COVID-19 crisis, fires, elections, and the unrest in our country have really taken a toll
Rebalancing
Rebalancing a portfolio is a strategy that has proven the test of time and is an important part of maintaining a portfolio that is balanced
Fires
The fires that are rampant in California are heartbreaking and disruptive. At the very least, air quality is affected and in more extreme cases, people
An Important Topic
Last year I provided a list of items that I thought might be helpful to make sure all of your financial affairs are in order. The world
