Posts by dkelley

Alternative Facts

Alternative Facts For many investors, there are two main asset classes that are considered for portfolio construction: Equity and Fixed Income.  Equities tend to be more volatile and provide the capital appreciation investors require to compensate for risk and to reach their investment goals.  Fixed Income provides income in retirement, stability during drawdowns, and has historically been viewed as a portfolio diversifier.  What if I said there was a third asset class that can decrease the risk of a portfolio and potentially increase returns?  This asset class has been known as Alternatives...

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New Year…New Tax Changes

The 2017 year was an important one in Washington that promises to carry forward changes to each and every American tax payer in 2018 and beyond.

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Global Asset Allocation Views – Q1 2018

Global Asset Allocation Views – Q1 2018 Last year turned out a lot quieter than many pundits had expected going into the year.  The markets brushed off any potential geopolitical turmoil surrounding North Korea, Brexit, and trade wars with China.  There were only eight days when the market was up or down more than 1% and there were zero times where the market was down 3% from top to bottom!  The last time there were no drops of 3% in a year was 1995.  We are currently in the midst of a secular bull market similar to the one in the 90s and very similar to the year 1995.  Back then the market...

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Managing Risk and not Returns

Risk tends to be harder to quantify and thus seldom talked about by financial professionals. 

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Winter Winds with no HealthCare Breeze….Are you ready for it?

November 1 began the 6 week open enrollment window that ends December 15. The health care exchange is designed to provide health care to Americans who are not covered by an employer provided health care plan.

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