The BIG list of great money advice
The Joneses aren’t as rich or happy as you think. Get rich quick and get poor quick are sides of the same coin. Your life is a better benchmark than the S&P 500 Index. The more complicated the investment advice, the more expensive and the…
Why we’re not worried about the deficit and debt!
It’s coincidental Ross Perot passed away at a time when many members of our political and economic classes are increasingly concerned about our nation’s deficit and debt, and how both could be meaningful headwinds for the economy and risk assets going forward. While not dismissive…
Vlog: Quarter-end Q&A 2Q2019
Tim Holland, CFA, asks and answers those questions we think will be top of mind for clients as they open their quarterly statements and think back on the quarter that was: How low can yields go? Why have foreign markets lagged the US? What impact…
Our great economic expansion isn’t dead yet!
The great American writer and humorist Mark Twain was author of many famous sayings, most notably “Reports of my death have been greatly exaggerated.” We think that most famous of Mark Twain sayings applies nicely to our ongoing – and now record – US economic…
Fortunately, there’s no rule about not talking about “The Rule of 20”
Coming into 2019, Brinker Capital believed if we could solve for monetary policy risk and trade policy risk that the economy and the markets would be biased higher. Well, we received more good news than bad on both fronts lately, and risk assets and the…
Why we’re not concerned China will “go nuclear” on US debt
As US/China relations remain troubled, we are increasingly asked if China might seek to punish the US by liquidating its portfolio of US Treasuries, a course of action often referred to as the “Nuclear Option.” Given that China is the largest foreign holder of US…
A tale of two yield curves
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the…
Ferris was right: Life – and the market – move pretty fast
We think Ferris’ words of wisdom apply equally as well to the stock market and would cite near-term and long-term return streams as proof positive of that point. To back up a bit, May was a month to forget for risk assets, as the S&P…