by dkelley | Mar 6, 2018 | blog
Alternative Facts For many investors, there are two main asset classes that are considered for portfolio construction: Equity and Fixed Income. Equities tend to be more volatile and provide the capital appreciation investors require to compensate for risk and to...
by dkelley | Jan 23, 2018 | blog
New Year…New Tax Changes New Year, new Washington is what 2018 is shaping up to look like. The 2017 year was an important one in Washington that promises to carry forward changes to each and every American tax payer in 2018 and beyond. One of the most notable changes...
by dkelley | Jan 12, 2018 | blog
Global Asset Allocation Views – Q1 2018 Last year turned out a lot quieter than many pundits had expected going into the year. The markets brushed off any potential geopolitical turmoil surrounding North Korea, Brexit, and trade wars with China. There were only...
by dkelley | Jan 5, 2018 | blog
Managing Risk and not Returns As global equity markets continue to hit all-time highs, clients, family, and friends tend to ask the question: How is the market doing? This previous question only touches on the return factor in investment management as individuals...
by dkelley | Dec 7, 2017 | blog
Winter Winds with no HealthCare Breeze…Are you Ready for it? Every winter, consumers using the Affordable Health Care Exchange are asked to choose their healthcare benefits for the following calendar year. November 1 began the 6 week open enrollment window that ends...
by dkelley | Nov 6, 2017 | blog
The October 7th-13th cover of The Economist led with the phrases “The bull market in everything” and “Are asset prices too high?” The main article mentioned potential bubbles in equities (at an all-time high), fixed income (boosted by easy monetary policy), real...
