Portfolio Insights

The Importance of Long-term Tax Planning

When budgeting for retirement expenses, pre-retirees tend to consider health care, housing, food, utilities, and travel, but often overlook taxes. This oversight would be a mistake, as taxes typically rank among the top three expenses during…
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Keep Your Financial Fitness on Track All Year Long

Ah, February! The cold weather and overcast skies can make us want to curl up under a warm blanket, while we abandon our well-intentioned New Year’s Resolutions. As we are just two months into the new…
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What Does a “Neutral” Portfolio Look Like?

When constructing a portfolio of global stocks, whether for clients or simply for yourself, it helps to have a reasonable starting point. This month, I’d like to introduce the concept of a “global neutral” equity portfolio,…
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Key Financial Changes in 2021

Happy New Year! We hope you and your family had a safe and healthy holiday season, and that 2021 brings good fortune and health to you all. We wanted to be sure you have our handy reference to…
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A Recap of Markets in 2020

2020 was a remarkable year in a number of ways, including for financial markets, which established several new historical records. The crash in stock prices as the Coronavirus pandemic unfolded in February and March is well…
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