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Kalorama Wealth Strategies News

Q2:08 Market Review – Independence Day Revisited (July 2008)

Q1:08 Market Review — Independence Day 2008: April 23rd! (April 2008)

Q4:07 Market Review — Future Retiree ISO Educ Finl Prof for LTR (January 2008)

Q3:07 Market Review — Who am I? Why am I here? (October 2007)

Q2:07 Market Review — Commencing Countdown, Engines On! (July 2007)

Q1:07 Market Review — Portfolio Spring-Cleaning Revisited (April 2007)

Q4:06 Market Review — The Real Story in 2006... (January 2007)

Q3:06 Market Review — Dow Jones Hits New High: Big Deal!? (October 2006)

Q2:06 Market Review — A Picture is Worth More... (July 2006)

Q1:06 Market Review — Portfolio Spring Cleaning (April 2006)

David M. Taube Launches New Company and Web Site — Kalorama Wealth Strategies/kaloramawealth.com (September 2005)

David in the News

David in MetroWeekly's Domestic Partner Column — Where to Invest (July 17, 2008)

David in Washington Post’s “Ask the Experts” Column — Budgeting (June 29, 2008)

David in Washington Post’s “Ask the Experts” Column — Credit Report (April 6, 2008)

David M. Taube Has Been Admitted to the Paladin Registry (June 2007)

Passport to Profits. From France to Japan, REITS are growing all over the world. Wealth Manager (July/August 2006)

Hedging Home Equity: How advisors may soon be able to help their clients lock in their real estate gains. Bank Investment Consultant (December 2005)

Article Links

"Determinants of Portfolio Performance," Financial Analysts Journal, vol. 42, no. 4 (July/August 1986), pages 39-44, by Gary P. Brinson, L. Randolph Hood and Gilbert L. Beebower. In a study of 91 large pension funds over a 10-year period, the research established that approximately 94 percent of the variability of a fund's investment return is due to asset allocation, two percent to market timing, and four percent security selection.

The Case for Indexing: The Indexing Strategy and Its Advantages, The Vanguard Group, Vanguard Investment Counseling & Research, March 19, 2004.
http://www.vanguardeurope.com/international/hAmeEN/research/caseindexingEN.html

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