Doug Kirkpatrick, CFA

December 24, 2021

Investments, Tax, United States

No on the iPhone, I Want an I Bond for Christmas (and New Years)

Doug Kirkpatrick, CFA

December 24, 2021

Investments, Tax, United States

No on the iPhone, I Want an I Bond for Christmas (and New Years)

Series I Savings Bonds are the best thing going right now for the ultra-safe portion of your investment portfolio. If your savings allow, now is the time to buy your 2021 allowance, and soon after New Years for your 2022 allowance.

Doug Kirkpatrick, CFA

January 10, 2021

Politics, Quarterly Commentary, United States, International, Investments, Environment

4Q20 CIO Commentary

Doug Kirkpatrick, CFA

January 10, 2021

Politics, Quarterly Commentary, United States, International, Investments, Environment

The US elections, Brexit, signs of an investment bubble, and more in this quarter’s CIO Commentary.

Doug Kirkpatrick, CFA

April 12, 2016

Quarterly Commentary, Investments, Politics

1Q16 CIO Commentary

Doug Kirkpatrick, CFA

April 12, 2016

Quarterly Commentary, Investments, Politics

We recap 1Q16, including:

— the spread of negative interest rates
— the downside risk from upcoming UK & US votes
— VMNFX named Morningstar Alternative Fund of the Year
— the case for Euro equities and the case against fixed income

Thoughts from our CIO:
DOUG KIRKPATRICK, CFA

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IMPORTANT DISCLOSURES
The views expressed in this commentary are exclusively those of the author, and are not meant as investment advice and are subject to change without notice. The commentary does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person who may receive it. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. There is no guarantee that any investment program or account will be profitable or will not incur loss. You should note that security values may fluctuate and that each security's price or value may rise or fall. Past performance is not necessarily a guide to future performance. Individual client accounts may vary.

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