By Lewis Johnson - CHIEF CONCLUSION No thinking person who gets behind the wheel of a car would ever dream of navigating by looking in the rear-view mirror. Yet, it seems that is exactly how the U.S. Federal Reserve is[…]
By Lewis Johnson - CHIEF CONCLUSION Mike Tyson says that everybody has a plan until they get punched in the face. That’s when life gets real and many plans fail. Volatile markets just punched many investors in the[…]
By Lewis Johnson - CHIEF CONCLUSION Sometimes the strength of the whole can be dependent upon what may seem an unimportant or even paradoxical piece. Investing can be like that too. In our opinion, the best[…]
POSTED ON
February 7th
- POSTED IN
Bonds,
Credit,
Portfolio Construction for a Challenging World,
Risk,
Thinking About the Future
By Lewis Johnson - Chief Conclusion The most pressing problem that we attempt to solve for our clients is how to grow their hard-won savings thoughtfully. Money only grows when it takes risk – but what risks to take? […]
POSTED ON
September 21st
- POSTED IN
Portfolio Construction for a Challenging World,
Risk,
Indicators,
Thinking About the Future
By Lewis Johnson - Chief Conclusion Hurricane Irma gave all of us in southwest Florida a real world example of the limits of prediction. In life as in the financial markets, we believe it’s better to beat the rush and[…]
