Advisors
Client Memo: Real Estate Isn't The Investment Most Think It Is bonds financial insights investing investment strategies portfolio diversification real estate stocks Jul 14, 2025

"Your Home Is Your Biggest Asset"... Or Is It?

Real estate has become a quasi-obsession in the United States, especially after some significant drawdowns in the stock market.  The truth is that real estate is a poor investment for most investors.   

You hear a lot that your home is your largest as...

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Client Memo: Another Good Year In The Stock Market bonds buffer etfs financial insights investing market trends portfolio protection risk management stock market structured notes Feb 10, 2025

The market boomed again in 2024 for the second year in a row. 2022 seems like ages ago, the last bad year for the markets. I wrote then about how bad it was in aggregate because 2022 was the first year that both stocks and bonds were down double-digits (typically bonds rise when stocks fall).

In 20...

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