Posted on Friday, December 23, 2016 by Michael McKeown, CFA, CPA
As the Dow approaches 20,000 points, we dig into why people care so much.
Posted on Friday, December 9, 2016 by Michael McKeown, CFA, CPA
Even presidents cannot stop business and market cycles. That is why the starting line is so important.
Posted on Monday, November 21, 2016 by Michael McKeown, CFA, CPA
The post-election story for financial markets are not just stocks, its bonds.
Posted on Wednesday, November 9, 2016 by Michael McKeown, CFA, CPA
Political values are important to individuals, but mixing politics with portfolio decisions is not profitable on a consistent and repeatable basis.
Posted on Friday, November 4, 2016 by Michael McKeown, CFA, CPA
We peek under the hood to see what investments a few popular indices do and do not own.
Posted on Wednesday, October 19, 2016 by Michael Baker, CFP®
Health Savings Accounts (HSAs) have been around since 2003 as a tax-preferred savings vehicle for participants in high-deductible health insurance plans. Despite their name, HSAs can serve as an excellent tool for retirement savings as well.
Posted on Monday, October 17, 2016 by Michael McKeown, CFA, CPA
There are investment opportunities for those willing to look at uncomfortable places. Equity momentum is positive across regions. The back-up in interest rates could offer up compelling value in fixed income as well.
Posted on Tuesday, September 20, 2016 by Michael McKeown, CFA, CPA
In a quiet corner of the asset management world, big changes are impacting investors.
Posted on Friday, August 26, 2016 by Michael McKeown, CFA, CPA
With yields on bonds low and prices in U.S. stocks hitting all-time highs, many are wondering where investment opportunities lie. We get back to basics and dive into a compelling asset class.
Posted on Monday, August 1, 2016 by Michael McKeown, CFA, CPA
It was only a few years ago that people from both sides of the aisle in Congress were calling for austerity. The same went for members of the ECB and politicians in Germany and the UK. All across the globe cutting debt was the way to prosperity. It turns out those policies were wrong.