Generally speaking, Darrell & King does not see much value in annuities and other financial products. We have three main reasons for this view. First, the allure of annuities consists of a guaranteed rate of
At the conclusion of last quarter’s newsletter we left you with the statement, “At some point we will experience greater market volatility than we had the benefit of avoiding in 2017.” Unfortunately, the statement rang
The financial media quickly reminded us on Monday February 5, 2018 that the Dow Jones Industrial average endured its largest point decline ever. However, that was with a Dow around 26,000 points, which compares to
At Darrell & King we watch a number of market statistics and quantitative indicators. One measurement we track is the 10 Year US Treasury Yield minus the Two Year US Treasury Yield. As you see
At this time last year we wrote to you regarding the volatility experienced in the US stock markets during 2016. We cannot say the same about 2017. Though we do not expect you to be
As the S&P 500’s bull market carries on, we tend to field more questions along the lines of, “have we reached a top?” The questions typically stem from geopolitical concerns, economic growth concerns, valuation concerns,
You have likely noticed that some of the subject matter that we like to try to understand and potentially reflect in our investment portfolio includes what we would call outlier data. This includes data that
We will frequently quote and reference some of the great research that comes out of our long-term primary client funds custodian, Charles Schwab & Co., Inc. We often receive the question whether someone should be
Frequently the commentary on our website will analyze the musings of various investment luminaries. Recently, Howard Marks, co-founder of Oaktree Capital Management, penned a memo, which gained attention on a number of investment websites and
Darrell & King, LLC is an independent investment management firm that provides asset management services and investment counsel to meet the unique needs of individuals and families, as well as to corporations, foundations, endowments, and other select institutions. Since 1975, we have built our business with an unyielding commitment and dedication to our clients’ goals and a proven ability to identify investment opportunities through a disciplined investment process. We focus not only on developing portfolio strategies to meet client-specific goals, but also on building meaningful, long-lasting relationships.