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Are we headed for a recession? Is your portfolio recession-proof?

Are we headed for a recession? Is your portfolio recession-proof?

Now might be the time to review how recession-proof is your portfolio. 

Have you seen this blog?

Have you seen the new BFM blog?

Tax update for the French

Beaucoup d’entre nous aux Etats-Unis sont en train de préparer les déclarations fiscales. Les informations et liens ci-dessous pourraient vous servir pour rester en règle auprès des gouvernements Américain et Français.

Capital gains - taxes on a loss

Capital Gains - You May Have to Pay Taxes on a Loss!

You meet with your accountant and he informs you that you need to pay capital gains taxes even though the mutual fund you bought posted negative returns. You have not sold any funds or made any portfolio changes. How does this happen?

Good negative returns funds

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Be aware of your emotions - step away from yourself

Be Aware of your Emotions - Step Away from Yourself


Dear Friends,

Let's Be Positive!

Let's Be Positive!


Dear friends, 

As some of you know, we started to be bullish on stocks in January 2009. The stock market had a great rally between March 2009 and April 2010 (up 80+%)

. Some clients have asked us what do we think today. Like Buffet, Ballmer and Immelt, we are positive!

Negative yielding debt is on the rise

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Pension/defined benefit plan statistics

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Longevity risk

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