January 2017
We explore investment allocation decisions amid the market conditions of early 2017. Download PDF →
February 2017
Some advice on passive index investing, along with musings on protectionist trade policy and fixed income investing. Download PDF →
March 2017
An analysis on optimal asset allocation between retirement and non-retirement accounts that looks at the effects of tax rules. Download PDF →
April 2017
When the VIX index approaches single digits, it indicates extreme market complacency. How should that affect our investing strategy and market outlook? Download PDF →
May 2017
The “FANG” stocks are eerily reminiscent of the “Nifty Fifty” of the 1970’s. We evaluate the history of trendy growth stocks with inflated P/E ratios and explore what that could mean for market outlook. Download PDF →
June 2017
A confluence of warning signs were building in the summer of 2017 and we explored the many reasons to proceed with caution. Download PDF →
July 2017
Strategies for managing your personal finances and building sustainable economic security during a bull market and economic boom time. Download PDF →
August 2017
Strategies for building liquid cash reserves in savings accounts and a cursory overview of how we think about cryptocurrency. Download PDF →
September 2017
Advice on personal cybersecurity in the wake of the Equifax hack, plus a way to think about investment strategies that profit from rising market volatility. Download PDF →
October 2017
Two harbingers of lower economic growth going forward: The adverse effects of climate change and the yield curve. Download PDF →
November 2017
A look at leveraged ETFs, pass-through entities, and trading opportunities that arise toward the end of the year as a result of tax-loss harvesting. Download PDF →
December 2017
As short-term interest rates have risen from the near-zero yield we’ve seen for the last decade, the entire texture of the financial world has changed. Download PDF →