We write today with our thoughts on two topics: the threat of recession and our thoughts on a few recent gloomy articles about prospective returns to a balanced portfolio of U.S. stocks and bonds. Is a recession imminent and, if so, what does it mean for my investments? With respect to the first question the […]
Q2 2019 Investment Newsletter: Market Update
We write today with some thoughts on a few topics. First, how to deal with stocks and other investments that have significantly appreciated in price? To be sure, this is a nice problem to have. Second, our thoughts on a recent article in the Financial Post. We often field questions about stocks and other investments […]