Market Commentary
Headline Risk & the Threat of a Pandemic
As you are probably aware, the market sold off on Friday and is selling off again today. As I write,…
Our Thinking
These are the letters we send to clients. They were written on a particular day about the market as it stood that day, so the date matters as much as the words — we publish them here unedited, as a record of how we were thinking at the time.
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2020
2019
Taxes & Rules
Changes to Retirement Savings Rules
You may have already heard that year-end legislation to fund the government included changes to retirement savings law. The following…
Market Commentary
A December to Forget
I know you just heard from me a few days ago and a new email so soon should not be…
Market Commentary
Euphoria? Not Yet.
You’ve probably heard the old saying that bull markets die in euphoria. Many investors begin to wonder whether we’ve reached…
Market Commentary
It’s All About Earnings
As you may know, we are in the midst of another quarterly earnings season. The onslaught of news about the…
Market Commentary
Update from White Oak
There have been a number of market-moving events beginning this summer. The U.S. trade war with China continues to drag…
Market Commentary
End of Summer and the Markets
The turn of the calendar to September is often bittersweet, as it means the summer is in our rear view;…
Processes
Factor Analysis Resource
As you are undoubtedly aware, technology is changing and enhancing all fields. And while much of the financial technology clients…
Market Commentary
Beyond the Yield Curve
You know it’s late August when corporate earnings season is over, the market is trading off of whatever little news…
Market Commentary
About that Yield Curve Inversion
The market took a big dive yesterday and the news media screamed about an inverted yield curve and a recession.…
Market Commentary
Fear & the Markets
Mark Twain once joked, “I’ve been through some terrible things in my life, some of which actually happened.” The same…
Market Commentary
Is a Recession Imminent?
Today, the US economy broke a record for the longest expansion in history. The last recession ended in June 2009,…
Questions About Our Process?
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