INVESTING IS A LOT LIKE POWDER SKIING

INVESTING IS A LOT LIKE POWDER SKIING

As I settle back into the office after seeking the fresh deep powder turns of British Columbia for 4 days with my wife (and favorite ski partner), I get to reminisce about how absolutely lucky we were this year. We had 4 days of incredible cold deep continuous powder....
Retirement Security: It’s in Our Hands Now

Retirement Security: It’s in Our Hands Now

In a white paper published on 10/18/17, the United States Government Accountability Office (U.S. GAO) calls for a comprehensive re-evaluation of our nation’s retirement system. Retirement security is something Americans are universally concerned about. Even my clients...
Are investors more like tigers or African wild dogs?

Are investors more like tigers or African wild dogs?

It appears investors – retail and institutional – have become rather like predators. They patiently stalk shares, waiting for a dip, and then they strike – buying stocks when prices fall. Consider last week. Barron’s described it like this: “The Dow traded down nearly...
Don’t Let Some Pundit’s Pessimism Make You Do Stupid Things

Don’t Let Some Pundit’s Pessimism Make You Do Stupid Things

A few months ago I read a superb piece by Morgan Housel entitled “The Seduction of Pessimism” that should be required reading for ANYONE who invests money today for their long-term future needs – like retirement. Lately I can’t help noticing the recent uptick in...
Should You Worry About Interest Hikes?

Should You Worry About Interest Hikes?

Should You Worry About Interest Hikes? Last week’s U.S. employment report was better than expected. The United States added 235,000 jobs in February, which was a few more than economists had forecast. It may seem counterintuitive, but the positive economic data helped...
Markets Around the World

Markets Around the World

The Markets Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Is the “reality” of the Trump presidency setting in? Or, is this merely a brief pause before optimism becomes growth? Barron’s reported: “The new year...