Bristlecone Blog

No matter when you decide to stop or phase-out of work, there are some important milestones to remember and plan for:

Congratulations to the USA Women's National Team, which won the 2019 FIFA Women's World Cup earlier this month by beating the Netherlands 2 - 0. (...) As on the field, though, the US keeps mounting victories in terms of stock market performance, too, against the rest of the world.

We’re pleased to speak with Josh Graybill, who was our first hire when we started Bristlecone Value Partners back in 2004. Keep reading to know more about Josh:

Welcome to our Meet the Team post! We’re speaking with Jean-Luc Nouzille, co- founder of Bristlecone Value Partners. Read on to get to know Jean-Luc:

Back in our February 2018 commentary (“Just Keep Swimming”), we briefly discussed the risks of market downturns for people nearly or recently retired. The main danger we identified was called sequence of returns risk. As some of our readers approach retirement, they may wonder: what is this risk and how should they protect from it?

After a dismal end to 2018, stock and bond markets rebounded in Q1, with the S&P 500 delivering its best quarter (+13.6% including dividends) since the financial crisis 10 years ago. Some factors positively influencing investor sentiment included: an end to the U.S. government shutdown, improving prospects for a U.S-China trade agreement, and a shift to more accommodative monetary policy from the U.S. Federal Reserve. Every global asset class represented in our clients’ portfolios appreciated in Q1, and most equity indexes notched double-digit returns (...)