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A Crisis of Confidence Does Battle with Fundamental Investing |
Nov 3, 2011 |
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A discussion of how a loss of confidence is driving down prices and creating opportunities for fundamental investors. |
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A Brief Tour of Our Portfolios |
Jun 28, 2011 |
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A brief overview of the various asset classes held in our portfolios and our reasoning for holding each, in light of the current economic and market environment. |
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Managing Risks in a Global Recovery |
Feb 17, 2011 |
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A new holding that helps to reduce the risk of rising rates in our bond portfolio, our latest research into the municipal bond market, and how we are positioning the portfolio for 2011 and beyond. |
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The Pendulum Swings: Paying More For Less in the Bond Market |
Sep 20, 2010 |
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Two key drivers of future returns currently point to higher equity returns and lower bond returns over the next ten years. Also, a brief review of our take on other asset classes and resultant changes to our portfolios. |
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Trimming Our Sails for Long-Term Growth |
Mar 1, 2010 |
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An update on our current portfolio positioning, comments on overcoming the behavioral pitfalls of investing, and how we are addressing the risk of future inflation. |
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Roth IRA Conversion - Should I or Shouldn't I? |
Nov 11, 2009 |
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Next year, the Roth IRA will be accessible to investors in higher income brackets. This creates an opportunity for some investors to increase the value of their retirement accounts. In this special commentary, we lay out the ground rules for conversion to a Roth IRA, outline the potential benefits, and provide a few rules of thumb. |
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Holding Our Course |
Sep 11, 2009 |
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An overview of our outlook on the market, an example of our research in action, and a brief lesson in the math of market performance. |
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An Eye Towards the Future |
May 5, 2009 |
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A look at investment opportunities presented by the recent financial turmoil. |
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A Little Perspective |
Oct 16, 2008 |
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Casting light on the recent financial turmoil from a historical perspective. |
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