Watch: Q&A with the Portfolio Managers of the Osterweis Strategic Income Fund
The Fed actions in suppressing interest income is like Aesop’s fable where the wind and the sun try to see who can make a man remove his coat. The sun wins because the harder the wind...
Read moreIn many ways, 2019 was a fitting end to the 2010s. Many decade-long themes continued: U.S. and tech stock outperformance, gains amid geopolitical tumult, and...
Read moreThe Three Drivers of Equity Returns
To paraphrase Howard Marks, there is no asset so good that it can’t become a bad investment at too high a price. Our dual investment mandate is to compound...
Read moreSocial Security Planning for Divorced or Widowed – Case Studies
While the 2016 Social Security law curbed certain claiming strategies, there are still valuable and often-overlooked ways to optimize your benefits. Here,...
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Tax Planning: Lumping Charitable Contributions
Deduction lumping tries to overcome the higher standard deduction hurdle. By concentrating multiple years of deductions within the same tax year, it’s...
Read moreLast year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...
Read moreUnderstanding Tax Loss Harvesting
While down markets are unwelcome, they provide opportunities to use trading strategies to add to after-tax returns.
Read moreThe Stock Market Does Not Equal The Economy
The relationship between the economy and stock market is not as strong as many expect. Economic data is backward-looking; it uses what has already happened...
Read moreAt the heart of our process are the tools we use. Most are mutual funds. In discussions, we often gloss over this fact and cut straight to how the funds are...
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