by John R. Augenblick | Dec 1, 2022 | Quarterly Perspective
The 60/40 portfolio had a hard time offering much support. With both fixed income and equities declining on the year, the traditional 60% stock/40% bond portfolio had a hard time offering much support in either asset category, leading some to question the utility of...
by John R. Augenblick | Dec 1, 2022 | Quarterly Perspective
Cryptocurrencies and FAANG stocks were all hit hard. If the market decline of 2022 taught investors anything, it’s that what goes up might also come down. Some of the most hyped investments of the past two years did just that. Cryptocurrencies[8] and FAANG stocks[9]...
by John R. Augenblick | Oct 1, 2022 | Quarterly Perspective
What is the annual gift tax exclusion? We all know the expression that there are only two certainties in life: death and taxes. We just don’t always think about the collision of these two forces at the worst possible time if we neglect strategic lifetime tax planning....
by John R. Augenblick | Oct 1, 2022 | Quarterly Perspective
Guess who showed up as value this summer?! One of the more vocal arguments against value investing stems from a belief that we’re in a “new normal” environment where innovative or high-tech companies have a leg up on “old guard” industries, such as energy or...
by John R. Augenblick | Jul 1, 2022 | Quarterly Perspective
Market Declines Are When Investors Do Their Hardest Work We’ve narrowed the scope of our quarterly perspective to focus squarely on the predominant issue that is on many investors’ minds at present — the current (and certainly temporary) bear market for global...
by John R. Augenblick | Apr 1, 2022 | Quarterly Perspective
Why Market Corrections Do Not Faze Well-advised Investors As dogged advocates for our clients’ long-term positive investment outcomes, we often use our quarterly perspective to contextualize recent macro-level events such as the geopolitical conflict in Ukraine. While...
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