A Boring Market Turns Exciting

After a period of relative calm in the markets, volatility returned with a flourish last week.  There was a sizable downturn on Friday, followed by a rebound on Monday, and another leg down on Tuesday.  After an abnormally quiet summer, the last 3 days have brought big moves of over 1% … Read more »

On the Horizon Newsletter – Summer 2015

We write our periodic newsletters to address current and ongoing topics of interest for those interested in financial planning, wealth management and investment management. Our summer newsletter provides a discussion of the possible difficulties for fixed income investing in a period of rising interest rates along with our current portfolio … Read more »

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