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...
by admin | Apr 16, 2015 | Archives
Risk is the chance of loss, and for most of history it was viewed as that. There is a chance I’m going to lose. But in the capitalist system, risk is also an opportunity. Nothing ventured, nothing gained is as important to keep in mind as the fear that if I don’t...
