Thanks to all our clients who were able to attend our annual Investment Committee Meeting breakfasts in Loveland and Boulder. By popular request, the presentation materials are now available for download.
What a night! Like many of you, I spent last night watching the developing story about our election. The final tally will reflect that more than 120 million Americans participated in an orderly election process, which produced a surprising Brexit-style statement about change of direction and leadership that we will be working to interpret for the next several weeks.READ MORE
This is the first major market event that has occurred since the merger of SBL and CFM at the beginning of the year. We want all of our clients to know that we are focused on this, and working to ensure that we make correct and considered choices on your behalf.READ MORE
For the last few months, it has not been pleasant to look at your investment and retirement account statements. Some of you might have decided not to open the statements. Others fret: What to do? How to make sense of the myriad of expert explanations you hear and read?READ MORE
In the following white paper provided by Charles Schwab, the case for a global perspective is addressed by incorporating a worldwide investment approach in an increasingly globally diversified market. Schwab compares the stocks of the MSCI All Country World Index (ACWI) to the diversity of the Masters championship golf tournament.
“We believe a global perspective that incorporates portfolio allocations to U.S. and international stock markets along with global benchmarks for performance are vital to successful long-term investing.”
The inglorious exit of Bill Gross from PIMCO, the firm he founded and built into the largest bond management firm in the world, prompts reflection. Gross is almost twenty years my senior, but like him I began my career in a different era. It was the summer of 1982READ MORE
Every year PIMCO conducts a day’s long conference with thought leaders across their company and across the globe. This Secular Forum plays an integral role in guiding PIMCO’s global investment strategy for the upcoming three to five years. READ MORE