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Investors: Adjust strategy as higher interest rates loom

Kern Business Journal October 2015 It’s not a question of “if.” Rather, it is a question of “when” will interest rates increase? Federal Reserve Board Chairwoman Janet Yellen has held firm to her promise to keep interest rates at an historic low – basically zero since 2008 – until the U.S. economy shows real signs … Read more

Portfolio Newsletter 3Q 2015

As we reach the end of the second phase of the current market correction, I am pleased to report that all portfolios have outperformed the market (net of fees) as of September 30. This continued success is a result of diversification, sector selection and low fees. The mid-year rebalance went smoothly and produced a successful … Read more