The Blog

Investment Options: US TIPS Bonds

The role of bonds in our clients’ portfolios — especially today with extremely low yields — is that of a shock absorber. It’s no guarantee, but bonds generally react very […]

Value and Momentum: June 2015

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Since our last update […]

Investment Options: Foreign Real Estate

When people think about real estate as an investment, most think of buying and renting out a condo or single-family home in their neighborhood. The rental properties that happen to […]

Value and Momentum: January 2015

One strategy we use to enhance Basic Strategy is to tilt client portfolios toward asset classes that are more attractive based on value and momentum measures. Let’s look at what […]

Investment Options: Emerging Market Stocks

Driven by growth in countries like China and Brazil over the last few decades, Emerging Market (EM) stocks have grown from representing less than 1% to now over 10% of […]