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Investment Commentary
Rusty Vanneman

August 2010
Letter From The Portfolio Manager

Some Good Questions
In recent weeks, we have received a few interesting questions, not necessarily market outlook related, that I think are important. … more…

Chris Keith

August 2010
Fixed-Income Market Commentary

Borrowing Costs Still Heading Lower
With interest rates continuing to drop, bond investors suffer but there are benefits. … more…

Todd Peters

Wealth Management Perspectives
Longevity Risk
The risk of outliving their savings is a crucial issue for investors to consider. … more…

Jeff DeMaso

Jeff
DeMaso

Analyst Spotlight
Where Has All The Money Gone?
Fund flows into fixed income have been sky-rocketing since the fourth quarter of 2008 - a cautionary flag for the asset class. … more…

Rusty Vanneman

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Research Perspectives
How To Pick An Advisor - Plus Some Advice From Babylon
George Samuel Clason's advice is over eighty years old but still offers relevant insight into financial management. … more…

Five Factor Equity Model as of August 2010
As we enter into one of the best times of the year for stock market performance, the market seems poised for a "melt-up" in price, rather than the melt-down that most investors seem to expect … more…

5 Factors Outlook

Tactical Asset Allocation Decisions: August 2010
A summary of KIM's tactical asset allocation decisions. We reveal our outlook for seven disparate asset classes … more…

5 Factors Outlook

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