Blog

By Kevin Chambers

Many of our clients have asked us the same question in the last few months: “What is going to happen to my portfolio with the November election?”

By Kevin Chambers

This month's Topic Paper evaluates the history, funding sources, and issues surrounding the government-owned funds called Sovereign Wealth Funds (SWF).  Click here to read the complete paper.

By Kevin Chambers

All investments have fees and costs associated with them.  Let’s review some of the basic fees charged to different types of investment accounts, and how they can affect your portfolio.

Annual Operating Expenses:

By Kevin Chambers

By Kevin Chambers

This blog post is a follow up to the Topic Paper US Mortgage Market: America’s Biggest Nationalize Industry that discussed the over involvement of the federal government.

By Kevin Chambers

The media reports that housing prices are on the rise, and interest rates remain low. But is there another pending housing correction? This month, Kevin explores the mortgage market in the United States and who bears the burden of the ever-growing mortgage debt.

By Kevin Chambers

By Kevin Chambers

Fannie Mae and Freddie Mac are two names you may be familiar with. They played a huge role in the aftermath of the 2008 mortgage crisis. But what they are and what do they do?

By Kevin Chambers

As investment advisors, we comb through financial data to find trends. The data we analyze is not always easy to understand for the average investor, so for those visual learners out there, here is our chart of asset class returns.