WEALTH vs. INCOME: They are not the same thing.
Income is the money you earn. It can come from your job, a business, rental property, or even investments. It’s what comes in each week, [...]
Thoughts On: Uses of Cash in the Portfolio
Should we go to cash? Why cash? Periodically, clients ask if we should “go to cash” with their portfolios. They never ask this question while [...]
Navigating Today’s Market Realities
Investors face a complex landscape: cash and short-term bonds offer modest returns that, after taxes and inflation, do not currently keep pace with rising living [...]
So Far the 2020’s Don’t Look Like the 2010’s
Portfolio Manager Jeff Muhlenkamp reviews the impact of national and international policies, the state of the US economy, the global economy, and changes in the [...]
Thoughts On: Managing your Portfolio in Uncertain Times
I’ve been paying attention to the stock market for over 30 years, and I can’t remember any times that weren’t uncertain. I checked with Ron, [...]