Articles
Portfolio Review – Q1 2020
Our discussion of the capital markets for the first quarter could be quite brief: it was bad. However, there are some interesting…
Buy-and-rebalance Approach: Best Course for Long-term Wealth
ROCHESTER BUSINESS JOURNAL April 5, 2019- MARK ARMBRUSTER, CFA The current economic expansion is now 117 months old. Looking at data that…
True portfolio diversification involves multiple asset classes
ROCHESTER BUSINESS JOURNAL November 30, 2018 – MARK ARMBRUSTER, CFA The diversification of an investment portfolio has been described as the one…