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The Artifex Navigator

US-China Trade War: Investment Strategy Update

Posted by Doug Kinsey on May 10, 2019 2:53:06 PM

In view of the developments this week regarding US-China trade, I asked our chief investment strategist, Byron Sanders, what his thoughts were and if we should be making any tactical portfolio adjustments at this time. I think his comments are particularly instructive and worthy of sharing. Here is what he had to say:

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Topics: Investments, mutual funds, stocks, bonds, china, strategy, etf

First Quarter 2019 Market & Economic Commentary

Posted by Byron Sanders on Apr 12, 2019 11:44:02 AM

First Quarter Market Comment

April 8, 2019

After a disappointing final quarter of 2018, global equity prices extended their post-Christmas

rally and posted very strong gains in the first quarter of 2019. Broad domestic benchmark indexes were standouts, but International and Emerging Market equities also delivered solidly positive numbers. US investors, especially, were cheered by the Federal Reserve’s decision, announced in late January, to suspend the program of scheduled ¼% increases in their Fed Funds rate that had through 2018.

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Topics: Investments, mutual funds, Economics, stocks, markets, interest rates

January Market & Economic Commentary

Posted by Byron Sanders on Feb 5, 2019 1:19:51 PM

The Fed Blinks

January 31, 2019

 

World equity prices have extended their January uptrend over the past two weeks. Most broad-based indexes have recovered more than 50% of the declines that ended on December 24, 2018. Progress on resolution of trade disputes with China and reduced anxiety over the course of short-term interest rates appear to have flipped investor sentiment 180° from late December.

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Topics: Investments, mutual funds, Economics, stocks, markets, interest rates

12 Days of Fun Facts - Day 9 - Key Questions for the Long-Term Investor, and Factual Answers

Posted by Doug Kinsey on Dec 29, 2017 10:44:43 AM

 

Key Questions for the Long-Term Investor

Focusing on what you can control can lead to a better investment experience.  And actually, the only things you should be focusing on are the aspects that you can control.  Much of what you hear and read from so-called investment experts is not grounded in fact, or any rigorous academic research.  For today's "Fun Fact", we turn to our friends at Dimensional Fund Advisors, who have built a world-class investment firm based on academically-tested principles.  Whether you utilize their solutions or not, it is absolutely essential that you understand this basic philosophy of investing.  It is a primary component of what we do here at Artifex Financial Group and it's good for your financial health.

 
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Topics: Investments, mutual funds, Retirement Planning, Dimensional Fund Advisors

5 Advantages of Fee-Only Financial Planning

Posted by Doug Kinsey on May 10, 2016 4:22:29 PM

There are different kinds of financial planners to help manage your finances. There are the typical broker types who charge a commission every time they sell you a financial product. This is not so good because these brokers or salesmen are motivated by profit and do not always have your best interests at heart.

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Topics: Investments, Fiduciary, mutual funds, Fee-Only Financial Planning, broker

Welcome to the Artifex Intelliplan Blog

Commentary on the world of finance, and other things

We at Artifex believe in enhancing the wisdom of our clients and readers.  While most of our topics will be related to investments, personal finance, and the economy, we also endeavor to include thought-provoking commentary on topics that will help you expand your "mental models", as referred to by Charlie Munger and Warren Buffet. We want you to learn from us and others how to think logically and see the world through an informed lens.

Some of our regular topics include:

  • Monthly "Savvy Cybersecurity" updates with tips to keep your data safe
  • Economic and market commentary
  • Financial planning and investment management best practices
  • Thoughts to improve your mindset and your life
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