Outlook for 2024 Current Economy: Fundamental and Behavioral The U.S. economy is exhibiting divergent trends in fundamental terms and behavioral terms....
Five Year Economic and Market OutlookChanges at KWM are occurring during period of global economic and market changes, which we describe as a means of assessing our future...
Outlook for the 21st Century“Every civilization sows the seeds of its own demise” Georg Wilhelm Friedrich Hegel, philosopher (1831) “Monetary actions affect economic...
Enduring the Turmoil“It is tough to make predictions, especially about the future” Yogi Berra, Yankee Hall of Famer. _____________________ Near Term...
A Time of Uncertainty“The less prudence with which others conduct their affairs, the greater the prudence with which we should conduct our affairs.” Warren...
A Different AdministrationEveryone in the world who is aware of international events is living in uncertainty regarding the new American administration. While...
Rational Versus Intelligent InvestingRational Versus Intelligent Investing This article is intended to help investors understand their own rationality while drawing a...
Non-Profit Corporation Endowments and InvestmentsWe live in a world of institutions that have a variety of profit, altruistic, social, religious, economic, political and environmental...
Financial Control in an Age of AnxietyBackground We are witnessing a truly remarkable but also unprecedented period in human history. Our times are characterized by the...
The Role of Cash in a Managed PortfolioA portfolio that is actively managed will often focus on a particular asset class such as fixed income bonds, real estate assets such as...