Investment

2021 Second Quarter Newsletter and Outlook

The Shortest Recession on record received the Most Stimulus on record, the result of a dire situation and reflexive response. The consequences of unleashing a …

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Interest Rates and Bond Prices

One way to gauge the impact of interest rates on bond prices is to calculate the duration* of a bond or bond portfolio. Duration is …

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2012-2013 Performance Report and Investment Outlook

Individual client returns ranged from 2.9% to 12.2% for the year.

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From Pain to Gain

The expectation of economic recovery has investors breathing a sigh of relief, and the stock market (S&P 500) has rebounded 19 percent over the first …

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Client Feedback: Investment Screens

Over the past year, we have added an equity subadvisor to many of our clients’ portfolios for those accounts over $1 million. In doing so …

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2012 Second Quarter Performance Report and Investment Outlook

After stunning first quarter returns (up 12%), stocks1 lost 3.3% in the second quarter, yet they remained up 8.3% for the year (through June 30). …

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The Importance of IRA Beneficiary Designations

Note: The following is written for those who live in non– community property or non–marital property states. If you live in Alaska, Arizona, California, Idaho, …

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2012 First Quarter Performance Report and Investment Outlook

During the quarter, MCS cautiously expanded its stock buying, depending on client circumstances. The move into stocks had been planned for months and was not …

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2012 Third Quarter Performance Report and Investment Outlook

If MCS clients’ assets were one big portfolio, performance year to date was up 5.5% through September 30. Individual client returns ranged from 2.4% to …

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Our Purpose

Of Warren Buffett’s many famous quotes, his rules for investing stand out: Rule 1 – “Don’t lose money” Rule 2 – “Never forget Rule Number …

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