Investments
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Nov 5 2018
Update on Your Real Estate: Portland Is Cooling Off (Part Five)After 8 strong years of relentless price gains, the real estate party is cooling off in metro Portland/Clark County. Here are 2 data points.
Oct 19 2018
October Volatility Update: Near-Term Caution, But Looking for OpportunityWe are watching the market and adjusting our strategies to become more defensive. Here are 3 reasons why we are not completely bearish.
Oct 18 2018
Investments 101: Emerging Markets: Debt Still RisingEmerging markets had a banner year in 2017, but the last six months has been less kind. Can superior economic growth overcome their rising debt?
Oct 16 2018Investments 101: Inflation and Bonds: Toast of the Town or Simply Toast?Bonds have treated investors very well for the last two decades. But is that about to change? Here are our thoughts on how inflation affects bonds.
Oct 15 2018Investments 101: High Yield Corporate Credit: Don’t Worry, Be Happy?The US high yield corporate bond market is pricing in benign news for future credit defaults. Could this impact your other investments? Read to find out!
Oct 11 2018Investments 101: What Can Bonds Tell Us about the Economy?Wondering when you should start to worry about the economy? Treasury bond yields tell us a little more than stocks do. Here's why!
Oct 9 2018Global Stocks: Winners and Losers (Part 3)Corporate earnings have kept up (or exceeded) with price appreciation. Who is winning and losing in the global markets? Read our thoughts!
Oct 8 2018Investment Newsletter 4Q18We entered 2018 cautiously optimistic on the markets. However, we are growing more cautious. Learn why and what changes we made in August.
Oct 1 2018Global 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.