In this edition of the Digest, we review recent investment updates, revisit the Fiscal Cliff discussion, and highlight the Money Savvy Pig’s spotlight in The Wall Street Journal. New Blended Benchmark We’ve added a new blended benchmark to our monthly portfolio performance reports that we…
The Money Savvy Pig was cited as one of five gifts to encourage good financial education/management in an article in the WSJ’s Personal Finance section entitled, “Gifts for the Financially Inclined”. In the article, journalist Simon Constable talks about the story behind the Money Savvy Pig……
We’ve all heard more than enough about the Fiscal Cliff that looms at year’s end and the ongoing negotiations between the White House and Congress aimed at avoiding it. As you might imagine, we’ve expended a great deal of time and energy analyzing the various…
We’ve all heard about the Simpson Bowles Commission (technically, the National Commission on Fiscal Responsibility and Reform), which was created by President Obama in early 2010 and delivered its final report on December 1 of that same year. Neither Congress nor the White House embraced…
In this edition of the Digest, we will be discussing the recent shift in our investment strategy toward a truly global portfolio (we are revisiting this post from a few weeks back as the changes were implemented in the last few days) and celebrating Elissa…
The arrival of another presidential election year brings a fresh crop of articles asking (and answering, sort of) the question: which party is better for the economy and the stock market? Our own take is pretty straightforward: with respect to the presidency, there have only…
Storied bond investor Bill Gross was recently and widely-quoted saying that “the cult of equities is dying”; the latest salvo in PIMCO’s “New Normal” campaign. We continue to find the arguments for a “New Normal” less than compelling on several counts, not least that there is…
