InFocus Blog

What We’re Reading – March 2020

Rebalancing – AON https://www.aon.com/getmedia/099185c3-1d9c-48f0-ac94-631826808391/Aon-Rebalancing-Paper-March-2020.aspx A great whitepaper from Aon on the importance of re-balancing. This paper is a bit technical, but if there is one thing we’ve learned over the...

What We’re Reading – Dec 2020

Morningstar – What May Be in Store for Taxes Under Biden https://www.morningstar.com/articles/1013472/what-may-be-in-store-for-taxes-under-biden A nice primer on what the potential tax landscape looks like under a new administration. There are still...

What We’re Reading – Nov 2020

What we're reading november 2020
Bloomberg - Current COVID-19 Vaccine Trial Progress A nice data driven piece on the status of current vaccine trials around the world. This includes the type, what they are and...

Is Diversification Killing Your Portfolio?

What if I told you that investing outside of the U.S. over the last decade has done nothing but hurt your portfolio returns? It’s a broad statement, but from a...