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...
by admin | Apr 27, 2015 | Archives
Those of you, who know me well, know that I am not a fan of predictors or pundits who predict the future. However, I do think it is a totally rational concept to be able to come up with a realistic range of returns for investments over the long haul. To do that, we...
