We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. This issue is particularly exciting because it features an entirely new look and feel for the same great content that we’ve been creating for the last dozen years.
Table of Contents:
- Evaluating Global Stock Exposure
- Predicting Interest Rates
- Review of 2014
- The Allure of Market Timing
- New at Acropolis
- Six Financial Planning Myths
- The US Dollar is Still King
Click here to read the issue: 2014-Q4 Portfolio Insights
David is a trusted advisor to 50 families, delivering comprehensive financial solutions, including financial planning, investment management, cash management, tax planning, estate planning, and charitable giving. As Chief Investment Officer, he leads the Investment Committee and the research and trading team. His team continuously evaluates investment strategies and securities, working closely with Portfolio Managers to implement them effectively.