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Financial Perspectives

with Michael Dubis, CFP

12/27/16

Book recommendations for a personally and financially successful 2017

As you might know I have a hunger for reading, but more importantly it’s a hunger for actually thinking about what I read and then doing something with it.

Posted at 12:25 PM | Permalink | Comments

12/14/16

Year-end tax ideas — be careful about speculating on Trump’s policies

It’s time to start making year-end tax plans. There is a lot of opinion and speculation on President-elect Trump’s policies and I think some investors are making decisions without knowing for sure what the actual policies will be. We’re a long ways away from actual law changes.

Posted at 10:27 PM | Permalink | Comments

10/03/16

Some initial thoughts on a possible low-return investment environment

Bond yields are at historical lows. Some global (including U.S.) equity valuations are subjectively at historically high valuations (subjective meaning there is some varied opinion here). It’s impossible to know what this means in the short-term. It’s also very difficult to exploit in the short-term. The long-term historical evidence though suggests when valuations trade at high levels, future returns may be lower.

Posted at 10:01 PM | Permalink | Comments

08/22/16

Do you have an investment philosophy?

Many people invest based on rhetoric, stories, or simply emotional reactions. This often leads to bad outcomes and it’s why so many people do so poorly when they invest.

Posted at 04:24 PM | Permalink | Comments

06/27/16

Market insights from the surprise Brexit vote

I write this on Friday morning following the surprise vote by the British electorate to leave the European Union (EU). Most markets and polling believed the United Kingdom would stay put, and so priced them “remaining” into global market values. This “leave” vote was a surprise and this is why we’ve already seen a huge amount of market volatility in the aftermath of the vote.

Posted at 02:50 PM | Permalink | Comments

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About This Blog

It is an understatement to say the world has experienced a radical shift in capital markets. There are more layers of information and opinions on the direction of the world than we've seen in decades. The internet and the media do not always make it easier, but Michael Dubis' contribution through IB blogs will help you sift through the noise and give you some perspective. You can find his company online.

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