Monthly Commentary
September 2024 - Is It Time to Extend Duration?
September 2024 - Is It Time to Extend Duration?
Dear Investors and Friends, As the Federal Reserve meets today, it is widely expected that, after 11 rate hikes between March 2022 and July 2023, we may be approaching a turning po…
September 17, 2024
August 2024 - The Dangers of Following the Herd in Fixed Income Investing
August 2024 - The Dangers of Following the Herd in Fixed Income Investing
Dear Investors and Friends, In the world of investing, there’s often a temptation to follow the crowd, especially when it comes to popular funds. The Vanguard Total Bond Market Fun…
August 28, 2024
July 2024 - Outperforming the Bond Market
July 2024 - Outperforming the Bond Market
Dear Investors and Friends, Every month Mike and I put out a newsletter where we try to inform our readers not only about financial topics that are timely and relevant but also end…
July 23, 2024