In this edition of our quarterly letter, we’re going to explore the difference between nominal and real returns, along with the impact of inflation. There’s also a story on a case we just finished which added $794,000 to a client’s bottom line, which had nothing to do with our investment performance. Finally, we’ll revisit the […]
I’ve been searching for an appropriate title for this quarterly edition of TABR’s newsletter for weeks. “Why Our Bond Strategies Are Different,” didn’t quite ring the bell, although it is a significant part of the message we’re trying to convey. Then, last week I came across a full-page ad in the Wall Street Journal from […]
In this edition of TABR’s quarterly newsletter, we thought we’d touch on an area that has been getting some attention in the financial press recently—the use of risk tolerance questionnaires, or risk profiling, to help categorize clients and to appropriately allocate their investment funds. In addition, we have sections on Living to 100, which ties […]
In this edition of TABR’s quarterly newsletter, we’re going to present some analysis and thoughts on Target Date Funds, which have become quite commonplace in workplace retirement plans (401(k) and others). We’ll look at what they are, what they are designed to do, some of the differences among them, and how, in our opinion, they […]
Though my intentions have been to get our quarterly newsletter onto a more regular early February, May, August and November publishing schedule, I am still behind on that objective. Nevertheless, here is the first of four that we will get done this year. As promised, we have an update on our personal experience with a […]
I’m about three weeks behind my intended publishing of this quarterly newsletter. Part of that delay was related to our main topic, as we’ve moved the core equity exposure in portfolios from actively managed equity funds to index-based ETFs (exchange-traded funds). Before I delve into that, and all the context that goes with it, we’re […]
Inflation, The Role of Cash in Portfolios, Just Say No to Alternatives, and Tax Return vs Total Return
Last quarter, I promised an expansive look at the use of cash (or hedging) in client portfolios. So, that is forthcoming below, along with the latest look at inflation, and the difference between what I will call “tax return vs total return” on your Fidelity statements. Plus, the usual update on the progress of the […]
This quarter, we’d like to focus a bit on the growing incidents of cyber fraud, and some of the steps you can take to minimize problems in this area. Also featured is an updated chart on the Median Price/Earnings Ratio of the S&P 500, along with a reminder about market predictions. Finally, there’s the usual […]
TABR has released the March 2015 Newsletter. Download TABR Quarterly Newsletter here.
TABR has released the December 2014 Newsletter. Download TABR Quarterly Newsletter here.