Noteworthy

• More RMD Changes to Come for 2022

  Posted December 17, 2021

• Comparing the Trump and Biden Tax Plans

  Posted August 6, 2020

• Home Bias Blues: Investors Really Should Get Out More

  Posted June 21, 2017

• Global Case for Strategic Asset Allocation & Examination of Home Bias

  Posted February 28, 2017

• CFA Society Virginia Presentation – “The Global Economy: Lessons From the Past, Experience From the Present, Projecting the Future” (Video)

  Posted October 11, 2016

• Business Cycle Approach to Equity Sector Investing

  Posted August 15, 2016

• Business Cycle Approach to Asset Allocation

  Posted August 15, 2016