The History of Inflation
Part of our job as financial planners and investment managers is to take the vast amounts of financial information and identify the specific signals out of the noise that matter to each client.
Is This Roller Coaster For Us?
The financial headlines for stocks in 2009 were littered with exclamations that it had been a lost decade and yet the following 10 years more than made up for the losses. Today, those same media outlets are talking about a lost decade for bonds, and at DLK we will be running our quality investment processes week in and week out selecting the appropriate bonds for our clients.
What Could a Retiree Have in Common with Warren Buffett?
How are you supposed to have any cash when everyone’s portfolios are off 10 to 20%?
I Spy a Bond….Fund
When Does a Bond Not Act Like a Bond? When it is in a Bond Fund.
Retirement Experts Want to Change Your Rule of Thumb
The most important take-away is still have some income to counteract the impact of a large drop in the stock market in the first few years.
What 20 Septembers Can Teach Us
As a grim anniversary loomed, we started looking at the time period through the lens of our investment management discipline.
What Does Mean Reversion Have to do With My Investments?
Like the law of gravity, large numbers and their averages or "means" pull with great force.
Caring for a Nest Egg, Whose Job is it?
The thought of not working can be daunting enough, but the accompanying responsibility of managing the nest egg can be equally challenging.
2020: Under Further Review
In our most recent edition we hone in on Mark Halby who may be doing something even riskier than surfing big waves.
What Does a Two-Wave Hold Down Have to do With Active Investment Management?
You have to be prepared for the two-wave pull down, you can’t just wing it.