Jun 16, 2020 | CKW's Blog
What is the purpose for active management? Like most correct answers – It depends. For the majority of our industry who all think we are above average (side note: I am an above average driver), active management is the process used to out-perform a benchmark. Most...
May 13, 2020 | CKW's Blog
Do you believe Stocks will outperform Bonds over the next 5 years? Do you believe money you do not need for 3-5 years will outperform the 5 year Treasury at maturity (.5%)? Do you have money you do not need for 5 years in cash? Did you also know: The S&P 500...
Mar 10, 2020 | CKW's Blog
Definitions of Fancy: Expensive, Exclusive, and Elaborate. And our Desires, Hopes, and Dreams of what ‘fancy’ will accomplish. Fancy math suggests lower risk and greater reward. Over the last 25 years (or rolling long term investment horizons of clients), old MPT...
Dec 16, 2019 | CKW's Blog
Boomers. Roughly 25% of our population (30% at birth), born ~1946 – 1964. In my view, boomers are the luckiest generation ever (more in the next blog). With a shrinking baby boomer population slow, growth of GDP, lower demand and declining value of boomer goods will...
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