Newsletter for December 2016

Our thoughts on why you shouldn’t put too much stock in forecasts, along with BCA Research’s forecasts for 2017

Our secular and cyclical concerns about Bonds.

Our analysis of a Wells Fargo portfolio.

Newsletter for November 2016.

Why DIYing can face significant hurdles

Why an exposure to REITs is important for portfolios focused on capital appreciation or income.

More thoughts on Trump’s victory and why a System Based Approach is key.

Our post-mortem of Trump’s surprise victory.

Articles highlighting the importance of international diversification.