CHINA, IN THE MIDDLE China! A ten day visit to Beijing during the last two weeks of September offered a limited, but expanded perspective on the Chinese economic environment as it relates to investment. Although Reed (my husband) and I studied before we went, our first...

Risk management of fixed-income securities (usually bonds) is equally important to risk management of equity securities. This is often misunderstood by lay investors who automatically assume bonds to be “safe” investments in all environments....

“A nickel ain’t worth a dime anymore.” - Yogi Berra To many individuals, the adage “Sell in May, and go away” is a familiar rhyme. Its meaning refers to selling one’s investments in the month of May and buying them back at lower prices after an...

BEGINNING THE NEW YEAR Investors are ready to close the books on 2011: a roller coaster, round-trip ride ending where we started. Until August of 2011, the United States economy and securities markets were inching forward toward a sustainable growth trajectory, then Standard & Poors downgraded...