category archives: Gratke News

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Five Years into this ‘Recovery’, Champagne or Bourbon now?

  • Written by David
  • August 8, 2014 at 9:33 pm
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Welcome to our eNewsletter originally published on July 4th 2014 where we ask the above question. Click here to read the full eNewsletter Five Years into this ‘Recovery’, Champagne or Bourbon now? Since publishing this letter, several key issues discussed in the newsletter have either come to fruition, or have been amplified. Some of the [...]

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An ‘Alternative’ to Traditional Stocks and Bond Investing

  • Written by David
  • December 3, 2013 at 6:54 pm
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Welcome to our primer on alternative investments. As traditional assets, stocks and bonds, become more overvalued one needs to explore ‘alternative’ investment solutions. At Gratke Wealth, we have been using alternative investments for over the past decade and longer. Why use Alternatives in a portfolio? Historical net result, higher returns, lower risk-portfolio fluctuation/standard deviation. The [...]

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Financial Markets after the Government Shutdown; Postmortem, a review…

  • Written by David
  • November 12, 2013 at 2:34 am
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Some observations I have inked in the past few weeks, since the Government shutdown in October 2013. I thought I would reflect on the global financial markets ‘picture’ since the U.S. Government shutdown in October. Here’s a post mortem on the markets since Congress ‘fixed’ everything on the 17th of October. Govt. Paralysis How odd [...]

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PBS Frontline Program: Life and Death in Assisted Living

  • Written by David
  • July 30, 2013 at 4:31 pm
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While listening to NPR this morning, I learned about this PBS program being aired tonight. Life and Death in Assisted Living “More and more elderly Americans are choosing to spend their later years in assisted living facilities, which have sprung up as an alternative to nursing homes. But is this loosely regulated, multi-billion dollar industry [...]

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Target Date Fund Misses, A guide for 401(k) participants on Target Date Funds

  • Written by David
  • July 18, 2013 at 12:06 am
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When investors choose target date funds, they don’t necessarily get what they think they ordered. In fact, different funds with similar names and identical target dates have wildly different allocations – and results. It helps to look deeper into the fund prospectus and ask questions before buying one of these investment products. Before blindly choosing [...]

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Plan Sponsors, Are you on Target?

  • Written by David
  • June 19, 2013 at 5:44 pm
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Plan Sponsors, Are you on Target?   A Guide to Understanding and Monitoring your Target Date Fund Program. Below, are a few select paragraphs from our full article. To read it in its entirety, go here:  http://gratkewealth.com/tdf/ Target-date funds are becoming more popular with company 401(k) retirement plans. And as they do so, it puts [...]

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Gratke Wealth Awarded as Five Star Wealth Manager

  • Written by David
  • May 22, 2013 at 12:09 am
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Gratke Wealth is honored to have been awarded as a 2013 Five Star Wealth Manager. This select group represents less than 6 percent of the wealth managers in the Portland, OR area which started from a field of over 6,000 firms, and 2551 nominees resulting in just over 330 firms awarded this honor. This award [...]

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The Retirement Gamble | FRONTLINE | PBS

  • Written by David
  • May 21, 2013 at 11:53 pm
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On April 23, 3013 PBS Frontline program ran a documentary called ‘The Retirement Gamble’. This piece has created quite a ‘buzz’ of activity in the investment management, retirement plan blogosphere. In part what the documentary said, in part what it did not say.  Just google ‘retirement gamble’. This page is a discussion on that program [...]

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Thanks for Voting for Us!

  • Written by David
  • May 15, 2013 at 11:24 pm
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Last month we announced that Gratke Wealth was a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Top 10 Winners of Best Wealth Manager Logos Poll With your vote, Gratke Wealth’s logo and tagline placed thirteenth out of the top 25 Wealth Managers. This was from of a field of 230 finalist selected [...]

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Human Emotions, Investor Behavior; Too Predictable?

  • Written by David
  • April 10, 2013 at 11:02 pm
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Greetings, As a student of my industry, I have spent much time over the years learning about human emotions, investor behavior, or what we call behavioral finance; simply defined as ‘psychology and the mistakes we make with our money’. Here are just a few graphs I have recently come across to simply remind all of [...]

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