Blog Archives

At some point in every market cycle, investors forget the last cycle and get too frisky. We can tell when this happens because it usually coincides with so-so performance for value managers, and great performance for growth managers. Value managers … Continue reading →

After Good Friday’s not-so-good jobs report, we expect a continuation of the rocky road stocks are traveling this year. Like last year, a rough winter has sideswiped the economy. But new factors are in place – the fall in oil … Continue reading →

No, not me, in fact I don’t really know what this means. But a friend who wanted advice about retiring lately said this to me and it made me wonder, because actually I hear this fairly often. So this is … Continue reading →

Giving to charity can be – like many things in life – fraught with pitfalls. It should be simple, and most folks think of it in that way – write a check or hit the ‘paypal’ button and off goes … Continue reading →

In our last blog we railed about how everyone calls themselves an ‘investment adviser’ – but many are not. Here is our handy guide to all the folks out there and what they really do. Broker: Sells product. Paid by … Continue reading →