Dear Clients & Friends, Time for our monthly market risk update. A few notes before we begin: first, although we have been talking about...

Dear Clients & Friends, Two notes:  One is very important, and the other is too. Why is there extra cash in my portfolio? In the last...

Dear Clients & Friends, It’s time for our monthly Market Risk update. Before we get to the content, I wanted to briefly update everyone...

Dear Clients & Friends, Before we begin, in the spirit of Veterans Day, let us honor all those who have served our country, and all those...

Dear Clients & Friends, Its time again for our monthly market risk update, for which we turn to our good friend Brad McMillan, author of...

Dear Clients & Friends, This weekend’s reading will be brief because several of our staff and I are attending a conference in San Diego....

Dear Clients and Friends, For this weekend’s reading, I wanted to discuss very briefly the current market conditions, most notably the...

Dear Clients & Friends, It’s time for our monthly update on prevailing economic and investment market related risks. In most months we...

Dear Clients and Friends, This weekend’s reading is short and sweet, but it answers a very common question and hopefully resolves a...

Dear Clients & Friends, This weekend, we return to our monthly risk update from the Independent Advisor. If you’ve read this column for...

Dear Clients and Friends, Though we usually do not have time to craft many creative weekend essays during the depths of tax season, we...

"...shared economic security can only be achieved through a long-term approach by investors, companies and policymakers." -Laurence Fink...

For this weekend reading, we are going ultra-important, albeit knowingly ultra-boring. Dear clients and friends, For this weekend...

As I contemplate risk in consideration of the measures that we like to use, I find myself particularly frustrated this month… Dear...

Trump’s world: to Trade or Not to Trade Dear Clients and Friends, As we alluded to last week, today we write about President Trump’s...

Q&A on the recent new legislation on money market funds Dear Clients and Friends, Over the last several weeks, the news has been...

This weekend’s reading is likely to be among the most important of these letters we write for the remainder of 2016.  Most of you will...

February 5, 2016 In our MORWM morning briefing we often discuss the obsession corporate America and the investing public has with short...