Feature Articles

Rates & Your Money

By Mathew Coyle, CFP®

July 16, 2019Individual Investment Management

Recently I was visiting with a prospective client discussing her portfolio.  As we began to discuss the allocations, I spoke briefly about her large bond position relative to her goals and how moves in interest rates may affect her.  I was then presented with a...

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3rd Quarter 2019 Strategy - “Inflation is too Low”

By Patrick Larson, CFA®

July 15, 2019Institutional Investment Management

Economic Overview

The expectation of a rebound in Q2 GDP is not likely going to happen.  The 3.1% we experienced in Q1 looks like it will fall to the low 1% area for Q2.  The lag in GDP reporting explains why we discuss it here...

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Why DO Stock values Rise?

By Mathew Coyle, CFP®

June 27, 2019Individual Investment Management

Why DO Stock Values Rise? The assertion that stocks are excellent long-term investments is not held by all investors (thank you, 2008!). There are, however, good reasons why values of companies generally rise over time.  

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Historical Returns: According to Credit Suisse (CS) long term track records of...

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Why Stay Invested?

By Mathew Coyle, CFP®

June 17, 2019Individual Investment Management
Why Stay Invested?

How market timing can kill returns. The market's gyrations are often unnerving, but there are good reasons why you need to be a long-term minded investor.  Whether you're an aggressive growth investor or take a moderate stance, attempting to "time" the market's best days will...

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Reduce Risk in Your Defined Benefit Plan – Asset Liability Immunization Strategy (ALIS) Explained

By Tony Albrecht, CFA®

May 30, 2019Institutional Investment ConsultingRetirement Plans

Often the focus of Defined Benefit (DB) Plans is on the return generated by the plan assets.  The DB assets are managed to provide an attractive rate of return which usually requires a significant allocation to equities or other forms of risk-seeking assets in...

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