A Better Approach to Cash Management and Fixed Income Investing

Monthly Commentary

March 2023 (Part II) – Charles Schwab Risk and Your Potential Exposure

March 2023 (Part II) – Charles Schwab Risk and Your Potential Exposure

Dear Investors and Friends, Following up on yesterday’s letter that dealt with developing a better understanding of the risk of failure at a bank, we received several questions fro…

March 14, 2023
March 2023 (Part I) – How to Protect Your Cash from the Risk of Bank Failure

March 2023 (Part I) – How to Protect Your Cash from the Risk of Bank Failure

Dear Investors and Friends, In his most recent letter, Warren Buffett said, “our CEO will always be the Chief Risk Officer- a task it is irresponsible to delegate.”  The importance…

March 13, 2023
February 2023 – 2023 Outlook

February 2023 – 2023 Outlook

Dear Investors and Friends, The purpose of this letter is to discuss RCM’s outlook for the fixed income market and, more generally, inflation and the economy over the next twelve m…

February 15, 2023