Chalten Investment Review – Q2 2021

Welcome to the Chalten Investment Review for Q2 2021.  Investors were again well rewarded for taking risk as global equities continued the strong performance observed in Q1.  Bonds also performed reasonably well over Q2, clawing back some of the negative returns suffered in Q1.  Publicly traded real estate securities also performed strongly.  Investors often feel […]

Chalten Investment Review – Q2 2018

Welcome to the Chalten Investment Review for Q2 2018.   In last quarter’s review we dedicated some space to reminding investors that the best way to deal with market volatility is to be prepared.  Being prepared means an appropriately targeted asset allocation, broad diversification and disciplined rebalancing.  When we’re prepared we can watch the oft peculiar […]

If an investment sounds too good to be true, check these four things

We recommend that investors follow an “evidence-based approach” with their investments.  What does the evidence tell us?  Investors should maintain globally diversified portfolios, keep costs low and select a mix of risky and safe investments that is suitable for their risk tolerance and financial goals.  Once a sensible portfolio is in place, holding on through […]

“So what do you make of bitcoin?” – question from a curious investor

Bitcoin, blockchain, initial token offerings…..yikes!  As financial headlines dedicate an increasing amount of coverage to this relatively new area, it’s left many investors scratching their heads.  What is bitcoin?  Do I need to know about this?  Am I missing out on an opportunity?   Below we present a question and answer that we hope investors might […]