Expect The Best, Prepare for The Worst
Preparing the Post-Election Portfolio
The Current Income Investing Dilemma
Is it Time to Shoot the Moon?
What Can Nature Teach Us About the Markets
“A long summer always meant a long winter to come.” – George R. R. Martin The daffodils started blooming early this year. It was unseasonably warm, and I rushed out to take pictures before the inevitable cold snap took out the blooms. It was a flash of color against an otherwise colorless backdrop and an early preview […]
Why Isn’t Winning More Fun?
“We don’t have to be smarter than the rest; we have to be more disciplined than the rest.” -Warren Buffett Being a sports fan, I like many others, have been starved for the excitement of watching champions at work: Watching a crushing hit, a spectacular goal or an amazing play that many others may not […]
What’s The Best Benchmark?
For those clients who attended our most recent Forecast event, Jeff Weniger, CFA and Market Strategist for Wisdom-Tree was most entertaining. Our thinking continues to be very similar and I thought I’d share some of his recent reflections. Jeff recently wrote, “There are 34-year-olds who have been in the business for 12 years and haven’t seen […]
Is There Nothing to Fear?
My children finished out their last days of school this week. Sydney will be heading off to middle school after the summer and all three of them are thinking much more about what fun they will have over vacation than anything else. The month of May usually starts off a summer period in the markets […]
The Do’s and Don’ts of Owning Employer Stock
Owning stock in the company you work for, can give you a feeling of ownership and “skin in the game” when it comes to delivering results to the bottom line. For some, it has also been an effective way to accumulate personal wealth and a larger retirement nest egg. While there are some pluses to […]
Is Warren Buffett Giving Contradictory Advice?
A Discussion of Passive vs. Active Warren Buffett is widely acknowledged as the greatest investor alive today. Last year he was ranked the third wealthiest person in the world, down from number one a few years back. Despite his roots as a value investor whose favorite holding period is forever, in recent years he has been […]
