Monthly Commentary
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
June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns
June 2024 - Not All Returns Are Created Equal: Taxes, Time and After-Tax Returns
Dear Investors and Friends, The impact of taxes on portfolio performance is an important but not exclusive consideration when making investment decisions. Unfortunately, like so mu…
June 25, 2024