Selected Research and Commentary

My personal whitepaper:
Investment Philosophy and Guiding Principals

Perspective on Active Vs. Passive Investing from Wells Fargo – August 24, 2017:
Is Active vs. Passive the right debate to be having?

Capital Research – Global Investment Themes to Watch in 2017 – January 3, 2017:

A  quarterly review of economic activity and the markets:
JP Morgan Guide to the Markets 3Q17

Morningstar – Job Market Creates Conundrum for Fed – January 6, 2017
Job Market Creates Conundrum for Fed

Investment Insights from BNY Mellon:
BNY Mellon Investment Update, January, 2017

Investment Outlook from Capital Research:
Capital Research Outlook, January, 2017