First and foremost we hope that all of you are physically safe and in good health. We are well and working together (at least six feet apart) from the Darrell & King office. We all
Our end of year client housekeeping consists of several things but includes two primary pieces. This newsletter will discuss those things. It will also cover things that you might want to consider prior to transitioning
The old Wall Street adage of, “Sell in May and go away,” appears prophetic this year. However, if we had done that we would have missed the rising stock market during June. For those clients
We discussed the downward turn in the market during the fourth quarter of 2018 in our first quarter 2019 newsletter. We can summarize that newsletter, as well as past and future communications, by saying that
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
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
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
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.