Millennial investors look at more than ‘bottom line’

The Bakersfield Californian December 22, 2014 A precocious 9-year-old sat next to me at a recent family dinner. Our exchange taught me some things about the fragile nature of our environment, as well as why many of my millennial clients care. The young girl recently had “adopted” an endangered orangutan housed on Sumatra, an Indonesian … Read more

Portfolio Newsletter Year End Update 2014

Last year’s newsletter updated you on portfolio changes made through the annual year-end rebalance. This year we will also share strategy updates, economic outlook, and portfolio performance, in addition to fund changes. Topics and information you will find in this year’s newsletter: Elimination of two portfolios for each risk class Implementation of a biannual rebalance … Read more