Portfolio Process Vs. Performance In 2014

2014 pitted our desire for performance against our commitment to process. Before we ask questions about portfolio performance, we must remind ourselves that while the past is (at least) partially knowable, futures are ALWAYS unknown. The fact of the unknowability of...
Buckle Down Or Mess Around? You Decide

Buckle Down Or Mess Around? You Decide

Buckle Down or Mess Around? You Decide President Obama’s executive order granting legal status to 5 million undocumented immigrants could be the headline of the year. You may or may not agree with our President’s actions, but there’s no denying why...
No Regrets: Three Money Mistakes To Avoid

No Regrets: Three Money Mistakes To Avoid

If You Want No Regrets, Here Are Three Money Mistakes To Avoid Everyone has financial regrets — including you. I know this because you (or someone who looks, sounds and worries an awful lot like you) just collapsed on the couch in my office and started...
Monkey or Tai Chi Master? Dealing With Market Volatility

Monkey or Tai Chi Master? Dealing With Market Volatility

Monkey or T’ai Chi Master? How Do You Deal With Market Volatility? The practice of “mindfulness” obliges us to see reality for what it actually IS, not what we want it to be. Sometimes this can be difficult, especially when it comes to our...
Planning and Portfolio Meet at the Behavioral Crossroads

Planning and Portfolio Meet at the Behavioral Crossroads

Planning and Portfolio Meet at the Behavioral Crossroads The single best piece of advice, which I received early in my career and have given hundreds if not thousands of times in the past 20 years, is a combination of planning and investment advice. Before you invest...
Weekly Perspective – July 8, 2014

Weekly Perspective – July 8, 2014

The Markets U.S. stock markets gave Americans plenty of reason to celebrate over the Fourth of July weekend. The Dow Jones Industrials Average earned ‘oohs’ and ‘ahhs’ from investors and pundits as it shot above 17,000 last week (a significant gain from March 2009...

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