By Lewis Johnson - Chief Conclusion Clients will begin to see a thoughtful winnowing of our selected holdings in corporate bonds rated less than investment grade. The relentless search for yield has resulted in a[…]
By Lewis Johnson - Chief Conclusion Wouldn’t it be nice to have the confidence that you could pick up the phone and get a straight answer from a trusted expert? We have been working for our entire career to make that a[…]
By Lewis Johnson - Chief Conclusion I can’t tell you how many times in the investment business I have heard someone parrot to me the first quote above, Keynes’ famous line about how it’s better to “fail conventionally”[…]
By Lewis Johnson - Chief Conclusion Our recent research trip to Ireland’s “Kilkenomics” Conference strengthens our belief that the recent lull in Europe’s ongoing sovereign debt crisis will prove temporary. Countries[…]
By Lewis Johnson - Chief Conclusion Portfolios fail when discipline fails. I believe the best discipline is to create a detailed financial plan and use its goals and constraints as the guidelines to construct a[…]
