News and ArticlesKalorama Wealth Strategies NewsQ2:10 Market Review — Investing Rocks! Advice from Ancient Texts of Classic Rock (July 2010) Q1:10 Market Review — Retirement Confidence Steadies but Saving Fades (April 2010) Q4:09 Market Review — New Year Brings Changes to Kalorama Wealth Strategies (January 2010) Q3:09 Market Review — Be In Motion to Take Charge of Your Finances (October 2009) Q2:09 Market Review — Filling the Retirement Gap (July 2009) Q1:09 Market Review — Building Retirement Confidence in a Bear Grip (April 2009) Q4:08 Market Review — Volatility & Words of Financial Wisdom (January 2009) Q3:08 Market Review — Bubbles, Crashes & Recoveries! (October 2008) 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 NewsDavid in Washington Blade’s Business Agenda Column – Gay Couples and the Urge to Merge (When should you consider combining finances?) (July 23, 2010) David in CFA Magazine’s Analyst Agenda Column (type my last name (taube) in the e-zine search box or see the last paragraph in the fifth column on pages 28-29) (Jan/Feb 2010) David in MetroWeekly’s Domestic Partner Column — Money Mingling (October 22, 2009) David in MetroWeekly's Domestic Partner Column — Finding a Fearless Future (May 28, 2009) David in Washington Post’s “Ask the Experts” Column — Reverse Mortgage (September 14, 2008) 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. |
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