Commentary

Where are We? Our 4Q Newsletter.

Wednesday, Dec 06, 2017 by: dandkllcposted in: newsletters

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,

Where Did All The Jalopies Go?

Friday, Oct 13, 2017 by: dandkllcposted in: outlier data

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

S&P 500 Performance During 2009

Saturday, Aug 26, 2017 by: dandkllcposted in: stocks and investments

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

Passive Investing Industry Supported By Massive S&P 500 Outperformance

Monday, Jul 31, 2017 by: dandkllcposted in: stocks and investments

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

Millennial Home Buying Starting To Pick Up

Wednesday, Jul 05, 2017 by: dandkllcposted in: demographics

The D&K Blog will touch frequently on cycles and the nature of all manner of things flowing up and down. We have researched and written extensively on Millennial Generation trends. It seems as though Millennials

Keeping Perspective

Saturday, Jul 01, 2017 by: dandkllcposted in: newsletters

This quarter’s newsletter does not directly relate to investing, although it provides an interesting framework for investing and life in general. The news flow of today seems very polarizing – we would not blame you

Tax Cuts Require Either Output Improvement or Spending Cuts to Reduce Deficits

Monday, Jun 26, 2017 by: dandkllcposted in: taxes

Political biases aside, the United States requires a lot in taxes from its economy’s most wealthy participants. In order for currently proposed tax cuts to either trim the deficit or not add to it, economic

Cheap Eats Drive Home Run Stock Performance

Tuesday, Jun 20, 2017 by: dandkllcposted in: stocks and investments

The D&K Blog will periodically attempt to cover interesting companies and stocks. If I asked you whether Domino’s has outperformed FANG over the last eight years, would you have said yes? DPZ claims to be

Shift to Passive Investing Could Disrupt Market

Sunday, Jun 18, 2017 by: dandkllcposted in: stocks and investments

The move to passive investing, into index funds and out of actively managed mutual funds, means more money flowing into the largest companies in the S&P 500. Are we witnessing a self-fulfilling prophecy where the