Mid-Quarter Update: ALERT! International Equities have taken a back seat AGAIN to Fixed Income
As mentioned in our Q3 Newsletter posted mid July, the #2 spot on the Asset Scale, International equities, took back’s it...
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An Essay on Ben Graham’s “Mr. Market” by Warren Buffett
- April 29, 2015
- Markets
The following is an excerpt from an annual letter to Berkshire Hathaway’s shareholders by Warren Buffett in 1987 regarding Buffett’s fondness...
Mid-Quarter Update: ALERT! International Equities are back in the saddle…
As mentioned in our Q2 Newsletter posted last week, #3 spot on the Asset Scale, International equities, had a strong Q1...
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Market at Risk: Is it Time to Consider Master Limited Partnerships?
- April 17, 2015
- Market AlertsMarket TimingMarkets
In the first quarter of 2015, the Standard and Poor’s 500 Index rose 0.433%, Master Limited Partnerships (MLPs) declined 5.228%, and...
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What can investors learn from Coach K and the Blue Devil champs?
- April 7, 2015
- Markets
What can investors learn from Coach K and the Blue Devil champs? Paying for a good coach, trusting fresh new talent,...
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Go Greenback: Add Some Green to Your Portfolio This St. Patrick’s Day
- March 17, 2015
- Markets
Wanna get lucky this St. Patrick’s Day? Make some of your own luck this year and add a four leaf clover...
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DIY Investors: Do as Obama, Davos, Small Caps & January, Turn the Page
- January 24, 2015
- Markets
DIY’ers (do-it-yourselfers), listen up…go the way of many this year and think about turning the page of managing your own investments....
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2015 Investment Outlook: The Good, the Bad and the Not-So-Ugly
- January 1, 2015
- Markets
Predictions beyond a quarter or two aren’t based on much data or fact, so let’s agree to take this to mid-2015,...
What Are Investment Objectives?
- March 18, 2014
- MarketsWeekly Post
Top Q&A that investors need to modernize in 2014: What Are Investment Objectives? You see, long gone are the days where...
Exhale or Market Correction? Quiet the Noise! Part III
- February 28, 2014
- Markets
AND….Exhale WINS! Congrats for staying the course and shunning all the NOISE that 2014 has delivered. The fact is, the S&P...