Monthly Commentary
November 2023 - US Equities vs. Emerging Market Equities

November 2023 - US Equities vs. Emerging Market Equities
Dear Investors and Friends, In last month’s letter, Mike and I did a deep dive into what historical data says about the performance of US equities vs. developed country equities an…
November 29, 2023
October 2023 - US Equities vs. Developed Country Equities

October 2023 - US Equities vs. Developed Country Equities
Dear Investors and Friends, A few months ago, Mike and I wrote about equities and the long-term where we emphasized the upside potential of equities versus bonds and the implicatio…
October 24, 2023
September 2023 - Do TIPS Bond Funds Hedge Inflation? Yes, But…

September 2023 - Do TIPS Bond Funds Hedge Inflation? Yes, But…
Dear Investors and Friends, Inflation, the subtle force that erodes the purchasing power of our hard-earned money, is ubiquitous as it is insidious and silently permeates the fabri…
September 27, 2023