A Better Approach to Investing

Monthly Commentary

March 2025 - How to Buy Bonds: Bond Funds vs. Individual Bonds

March 2025 - How to Buy Bonds: Bond Funds vs. Individual Bonds

Dear Investors and Friends, Over the past three months, we’ve explored the fundamentals of fixed income investing, answering two crucial questions: Why Bonds? and What Bonds to Buy…

March 18, 2025
February 2025 - What Bonds to Buy? Security Selection & Market Inefficiencies

February 2025 - What Bonds to Buy? Security Selection & Market Inefficiencies

Dear Investors and Friends, In last month’s letter, we explored asset allocation within fixed income and cash management, detailing how different bond categories fit within a broad…

February 26, 2025
January 2025 - What Bonds to Buy? Asset Allocation within Fixed Income & Cash Management

January 2025 - What Bonds to Buy? Asset Allocation within Fixed Income & Cash Management

Dear Investors and Friends, In December, we began a three-part series on the fundamentals of fixed-income investing with a focus on Why Bonds—highlighting how bonds can balance ris…

January 23, 2025