February 15

Don’t Panic!

As you might have noticed the beginning of February has not been a friendly time for investors. The S&P 500 and NASDAQ are down month-to-date. However, we do not feel it makes sense to panic..

February 6

Fourth Quarter Update – 2017

We are pleased to report US equity returns continued to be positive in the fourth quarter. In fact, the All Cap composite outperformed all major averages for the last six months and calendar year of 2017.

January 26

Buffett’s $1 Million Wager

Toward the end of 2007, billionaire investor Warren Buffett issued a $1 million open bet to the hedge fund industry with the proceeds to be donated to the charity of the winner’s choosing. The bet: including fees and expenses, an S&P 500 index fund would outperform a basket of hedge funds over the next ten.

December 21


As December comes to a close and we look back on 2017, the rise of Cryptocurrencies stands out as one of the most remarkable events in a year full of surprises. We thought our clients might find value in a basic primer on the subject as they head into the holiday season and the attendant.

October 25

Third Quarter Update – 2017

During the third quarter and year-to-date for 2017, investment returns for Shaker managed accounts outperformed the US market as represented by the Russell 3000 Index. Overall, our accounts benefitted from increasing stock prices across a number of our larger core positions in the quarter.

October 20

A More Tax-efficient Approach to Required Minimum Distributions

2017 is a significant year for financial and tax advisors. It is the year the first members of the Baby Boomer generation are turning 71 years old. This is significant because those that turned 70½ this year (or are older) must take a required minimum distribution (RMD) from their IRA accounts. What is a RMD.