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Doug Kirkpatrick, CFA

November 22, 2019

Investments

Mainly because of fees and trading-related costs, the vast majority of actively managed funds are unable to beat their benchmark index over long time periods. Using past performance to pick actively managed funds does not improve your chances of beating the index going forward.

Doug Kirkpatrick, CFA

October 21, 2019

Politics, Quarterly Commentary, United States, International, Investments, Tax

3Q19 CIO Commentary

Doug Kirkpatrick, CFA

October 21, 2019

Politics, Quarterly Commentary, United States, International, Investments, Tax

In this quarter's CIO commentary WE dig deep into the two decade rise in US company profit margins and think about where they could be going next. We also look at what the forward looking gauges are telling us about the US economy.

Doug Kirkpatrick, CFA

August 29, 2019

United States, Investments, Tax

Retire More Quickly and Richly with an HSA

Doug Kirkpatrick, CFA

August 29, 2019

United States, Investments, Tax

Retire More Quickly and Richly with an HSA

Don’t let the name fool you. Health Savings Accounts (HSAs) are retirement accounts on steroids. Shield earned income from taxes when you contribute, invest for decades without triggering taxes on interest, dividends, and capital gains, and then distribute tax-free.

Doug Kirkpatrick, CFA

July 11, 2019

Politics, Quarterly Commentary, United States, International, Investments, ESG

2Q19 CIO Commentary

Doug Kirkpatrick, CFA

July 11, 2019

Politics, Quarterly Commentary, United States, International, Investments, ESG

In this quarter's CIO commentary we recap the roller coaster of a quarter that was Q2, the tug and pull between Trump’s tariffs and Powell’s Fed Funds rate cuts, some changes to AlphaGlider Core Strategies, and the introduction of AlphaGlider’s new Environmental, Social, and Governance (ESG) Strategies.