International Diversification Pays Off in 2015

It’s hard to believe that just six years ago we experienced one of the worst global economic and stock market meltdowns in history. However, since then stocks have experienced a meteoric rise. U.S. stocks have been dominating the recovery and … Continue reading

Mid-Year Portfolio Recap

We’re coming up on the half-way point for the year, so I thought it would be a good time to recap what’s been happening in the portfolios.  All in all, it’s been a good year for all the major asset classes we … Continue reading

A Surgical Approach to Rebalancing

As we have all experienced, time and repetition can cause us to take for granted things that others recognize as being extraordinary. During the past week, two new clients mentioned how impressed they were with the rebalancing strategy we employ, … Continue reading