Last week, the Wall Street Journal (WSJ) ran a gripping article about a mutual fund that blew up due to problems with derivatives in the fund’s portfolio. You can read the whole article by clicking here, but let me start by sparing you of wondering whether you have it: not with us; our portfolio management software doesn’t even recognize the ticker. The thrust of the story is that the fund,… Read More
We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Sensational Small-Caps The Gift that Keeps On Giving Pandemic Volatility Subsides The Big Picture Click here to read the issue: Q1 2021 Portfolio Insights
I was planning a different article on life expectancy after reading about Prince Philip’s death at 99. I couldn’t have told you his name until I watched The Crown on Netflix and he was one of my favorite characters, especially in the first two seasons. I know it’s fiction, but I would never have read his obituary before watching the show. Instead, though, I fell down a rabbit hole looking… Read More
