P R O V I D I N G    F I N A N C I A L    D I R E C T I O N


Quarter 1, 2017 Investment Brief - May 3, 2017

Stocks continued their advance during the first quarter of 2017.  Several of the mutual funds that we use also generated positive returns, and absolute performance over the past year has been more in line with what we would expect from the value strategy.

Quarter 4, 2016 Investment Brief - February 6, 2017

Happy New Year. 

From Bill's Perspective - November 1, 2016

From Bill’s Perspective:

There is currently a struggle going on in the financial services industry that centers around Financial Conflicts
of Interest. Some “professionals” just don’t want to be considered a fiduciary. There are currently two
existing standards that a financial advisor can consider when giving advice:

Quarter 3, 2016 Investment Brief - November 1, 2016

In the last 5,000 years there has not been an instance of negative interest rates – until now.  At present, there is almost $12 trillion invested in negative-yield government bonds issued by Japan, France, Germany and other countries (1).  At one point during the quarter, investors were effectively paying the Swiss government to hold their money over a 50-year time

From Bill's Perspective - July 15, 2016

From Bill’s Perspective:

I am sure you have heard of Brexit by now; through the rest of summer and fall you will be inundated by Trump-it and Clinton-ette also.  There will be other it’s and ette’s during the rest of the year that will cause the market to go down and up.

Quarter 2, 2016 Investment Brief - July 15, 2016

As part of our approach in managing client portfolios, we have sought to carve out a section that has the ability to hold various security types (stocks, bonds, commodities, cash) from anywhere in the world.  We have predominantly used two funds in this “Global Opportunity” category for the last five-plus years: BlackRock Global Allocation and Ivy Asset Strategy.

From Bill's Perspective - May 3, 2016

From Bill’s Perspective:

Investment FAQ - May 3, 2016

In lieu of an Investment Brief this quarter, we thought it would be helpful to put out an FAQ to address some of the investment-related questions we have been getting: 

From Bill's Perspective - January 25, 2016

The last two years have been a very tough time for our portfolios as we continue to believe that a value-centric theme is the best long term investment strategy.  Historically that has been the case.  It has not been the case for the last two years.

Quarter 4, 2015 Investment Brief - January 25, 2016

Happy New Year!

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