- Economy
- market returns
- interest rates
- investment Strategy
- inflation
- Financial Planning
- Retirement
- Identity Theft
- market outlook
- behavioral finance
- Security
- fiscal policy
- Investing
- market expectations
- Investments
- Mutual Funds
- estate planning
- Ken Smith
- active vs passive
- taxes
- diversification
- Social Security
- Retirement Planning
- investment products
- loans
Capital Market Expectations and The Equity Premium
Throughout the history of financial markets, participants have endeavored to predict the return prospects of financial assets. Today is no different, as many investors and financial professionals [...]
Capital Market Expectations and Valuations
-Charles D. Ellis Winning the Loser’s Game The quote from Charles Ellis sums up our purpose as your advisor relating to your investment strategy; to help you stay focused on your objectives for [...]
Capital Market Expectations
The focus of this quarter’s letter is on developing estimates for market returns. This process is referred to as “developing capital market expectations” or “CME”. First, we will discuss what we [...]