A Better Approach to Investing

Monthly Commentary

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
May 2024 - Active vs. Passive Investing

May 2024 - Active vs. Passive Investing

Dear Investors and Friends, As we navigate the complexities of the financial markets, Mike and I want to share insights from two highly respected studies that shed light on the ong…

May 29, 2024
April 2024 - The Pitfalls of Money Market Funds: A Case for US Treasuries

April 2024 - The Pitfalls of Money Market Funds: A Case for US Treasuries

Dear Investors and Friends, One of the most pressing inquiries we encounter is the question of whether money market funds harbor risks. While it's true that investors have historic…

April 24, 2024