Quarterly Private Client Newsletter: March 2013

I’m pleased to publish the latest edition of our Private Client Newsletter, incorporating some important tax planning ideas for the end of the tax year.

 

We also try to illustrate yet more short-comings from active fund managers, most of whom appear to have been taken by surprise by the strongest start to the year for stocks since the 1980s. If the professionals can’t get it right, we’d like to know what precisely are investors paying for?

 

March 2013 KBWM Private Client Newsletter (requires Adobe Reader)

 

We include a short but interesting piece about why the language you speak may be holding you back you from saving for retirement.  And we continue with the third in our series about why humans are psychologically wired to be poor investors.  Turns out we’re all over-confident as to our own abilities.