Reading Area: Featured Articles
- Litman_Gregory_Market_Update_Letter_for_Clients_3-09_.pdf
Mid March Letter to Litman Gregory Investment Clients. This Letter does a great job explaining why it is likely that at mid march valuations market returns will likely be positive over the next 5 years even given the most pessimistic assumptions
- Summary_from_Top_Investment_Firm_Mkt_Ideas_Pannel.pdf
Summary of a Mid March 2009 Pannel Discussion of 4 of the top Investment Strategist in the country:
Goldman Sachs, JP Morgan, Litman Gregory, and Genworth. This pannel explains their outlook on the market and why valuations are attractive
Burton Malkiel, author of the classic, A Random Walk Down Wall Street, on Index Investing
Burton is legendary. His research and commentary on active vs. passive investing and his views on the current markets are worth the read.
David Swenson on his Allocation of the Yale Endowment
David Swenson is my favorite money manager. He has posted incredible returns by sticking to a disciplined approach and by utilizing alternative assets that add diversification potential to a portfolio. We have built our wealth management process around many of his teachings. This article is a must read for our clients.
John Bogle on Active Mutual Fund Management
The concepts conveyed in this article are timeless and correct. Every investor would benefit from understanding these truths on money management.
