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...
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...
Women Are Better Investors

Women Are Better Investors

Women Are Better Investors. The financial services industry is unquestionably male dominated, and often stereotypes women as innocent wanderers. This is a mistake, and it’s one that all advisors and investors should realize. Just last year, an old friend and new...
Good Clients are Patient

Good Clients are Patient

Good Clients Are Patient Being a good client is just as important as finding a capable advisor. One of the key traits of a good client is willingness to stick to a portfolio for the long-term and trust the advisor’s recommendations. While finding an educated,...
This Time is Never Different

This Time is Never Different

Bull markets happen. Bear markets happen. Just stick to your financial plan, and stay calm and disciplined. When the market sours or slumps, don’t believe talk that this time it is different. It is not. History shows this is true. Here is a simple chart of the...
An Optimism Equation

An Optimism Equation

Alarmist headlines can lead you to believe that the economy and companies are doomed in the future. But if you take a step back, you see that consumers will continue to drive the world economy, and the future for equities should be good in the long term. From my 17...

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