Yesterday’s Problems
August 24, 2022
Hopefully our clients realize that every position we selected for their portfolio is extensively vetted via an exhaustive process; a process that not only justifies
Insights
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Opportunities vs Losses
October 5, 2021
I recently had a conversation with someone who said that at the beginning of the pandemic he liquidated much of his investment portfolio, leaving it
Distractions
June 10, 2021
John Bogle, founder of Vanguard, once said “The stock market is a giant distraction from the business of investing.” I agree and consider it one
Awkward Conversations
April 5, 2021
From time to time I am speaking to someone with an account at a discount brokerage or leftover from a previous employer plan who seems
New Realities–Part 2
January 21, 2021
Previously I suggested that for a variety of reasons many valuations seem skewed by traditional standards and promised examples illustrating my point. The value of
New Realities – Part 1
January 6, 2021
I believe that ever since the “Great Recession/Financial Crisis/Mortgage Debacle” or whatever label you use to reference the 2008/2009 economic and capital market crash/correction, congressional
…The Great Teaching Moment!
November 17, 2020
Think of something you are truly good at. One of the reasons you are good at it is because your knowledge and experience enables you
“THIS time…”
November 3, 2020
“I bet you didn’t anticipate THIS!” I heard this from a few clients when Covid-19’s ramifications hit early in 2020, but it wasn’t the first
