Asset Allocation Reports

Asset Allocation Weekly – The Debt Ceiling and the Platinum Coin (October 29, 2021)

by the Asset Allocation Committee | PDF The debt limit on authorized Treasury borrowing has created a periodic problem in recent years.  When the limit had been reached in the past, it triggered a government shutdown.  However, not all government shutdowns are simply due to reaching the debt ceiling.  Sometimes a closure occurs because Congress… Read More »

Asset Allocation Weekly – The Inflation Adjustment for Social Security Benefits in 2022 (October 22, 2021)

by the Asset Allocation Committee | PDF Even for dedicated, successful investors who have built up a substantial nest egg, Social Security retirement and disability investments can be an important part of one’s financial security.  For many Americans, Social Security benefits may be the only significant source of income in old age.  On average, Social… Read More »

Asset Allocation Quarterly (Fourth Quarter 2021)

by the Asset Allocation Committee | PDF Although we expect the recovery’s rapid pace of growth to slow markedly, we believe the probability of a recession within our three-year forecast period is low. Supply shortages, labor issues, and their attendant impact on inflation are expected to abate over the next 12-18 months, leading to our… Read More »

Asset Allocation Weekly – Globalization Isn’t What It Used to Be (October 15, 2021)

by the Asset Allocation Committee | PDF The inhabitant of London could order by telephone, sipping his morning tea in bed, the various products of the whole earth, in such quantity as he might see fit, and reasonably expect their early delivery upon his doorstep…But, most important of all, he regarded this state of affairs… Read More »

Asset Allocation Weekly – Has Bitcoin Become a Substitute for Gold? (October 8, 2021)

by the Asset Allocation Committee | PDF Over the last half-decade, one of the most dramatic developments in finance has been investors’ embrace of cryptocurrencies such as Bitcoin.  Once considered merely an exotic technology with little relevance to investment portfolios, Bitcoin has now become a popular tool for investing.  One reason for its popularity is… Read More »

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