by admin | Sep 10, 2015 | Asset Change, Investing Fundamentals
When you aren’t accustomed to doing it regularly, choosing what to invest in can be difficult. Heck, try investing routinely and you will see that it is never an easy boat to row. If you don’t have a substantial idea of what to invest in your 401k, how can you...
by admin | Jul 30, 2015 | Archives
I have had more than one alarmed call recently-What should we do? Should we sell everything and buy gold? Is the market going to crash this fall? What are we going to do? I have a few clients who, impervious to the fear and greed that sidetracks most investors, call...
by admin | Jul 20, 2015 | Archives
Discipline — whether in stock investing, training for a race, or studying to complete an exam — can determine the rate of success or failure. Whether using value investing, momentum, or asset allocation, we attempt to apply these facets to achieve...
by admin | Jul 8, 2015 | Archives
In my world (i.e. financial services), everyone is sure they are smarter than the Fed (especially Ben Bernanke and Janet Yellen). If I had a dollar for every utterance (in print, at conferences, by TV pundits, etc.) about how stupid these two people are, I would be a...
by admin | Jun 25, 2015 | Archives
Well, I now have over twenty years of learning as an investment advisor, so…it is time to pause and take stock. Learning is often a bit painful in this business as you can’t take decisions back and ask for a do over. As things change and I learn more, there are some...
