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  • Oct 8 2018
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    Investment Newsletter 4Q18

    We entered 2018 cautiously optimistic on the markets. However, we are growing more cautious. Learn why and what changes we made in August.

  • Oct 1 2018
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    Global Stocks: The USA Has Left the Rest of the World in the Dust ( Part 2)

    In theory, markets should reward companies that post earnings growth and punish those that don't. Here's what happened in the last 10 years.

  • Sep 24 2018
    Global Stocks: Corporate Profits and How Much You Pay for Them Are Key (Part 1)

    Asset allocation has favored the United States and Japan at the expense of Europe and Emerging Markets. Is this perspective still justifiable?

  • Aug 9 2018
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    Value Vs. Price: The Difference Between Celebrating Your Anniversary at McDonald’s Vs. Morton’s

    Quality and price affect even the smallest purchases we make. See if we think you should be price-conscious or value-aware when it comes to your money.

  • Aug 8 2018
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    Views on Fixed Income: Fixed Income as Ingredient, Not Total Solution (Part Three)

    Fixed income is merely an ingredient for conservative investors. Read why a mix of income generation and reduced volitility could help the current market.

  • Aug 7 2018
    calculator and pencil on balance sheet
    Views on Fixed Income: Stocks, Bonds, and Inflation (Part Two)

    Inflation can impact bond yields. Even if bonds decline due to higher interest rates, stocks in many cases can still rise. Read why!

  • Aug 6 2018
    calculator, stack of US bills and a balance book referencing income
    Views on Fixed Income: Simple History in Pictures (Part One)

    Bond yeilds have fallen across the board over the last 10 years (and beyond). Did they fall too far too fast? Read our thoughts.

  • Jul 27 2018
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    Markets Historically Ignore Geopolitics, But Fear Economic Risks

    Wondering if you should be concerned when geopolitical headlines from overseas resurface? Take our advice, don't overreact.

  • Jul 23 2018
    Your Home: Do You Own Too Much of a Good Thing? (Part Four)

    Metro Portland/Clark County real estate is in a boom, but the bubble could pop someday. Learn why too much home can put your financial health at risk.