The market carnage to close out 2018 carries an important reminder. Investing is hard. Performance comes and goes. The last nine years of easy money…
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Take the Low-Hanging Fruit
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreTis the Season for Wall St. Forecasting Pt. II
“Never make predictions, especially about the future.” – Casey Stengel, Legendary Baseball Manager. This might be my favorite topic to write about. In fact, it’s…
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Don’t Be Afraid of the ‘R’ Word
“Fear, greed, and hope have destroyed more portfolio value than any recession or depression we have ever been through.” – Jim O’Shaughnessy, Financial Author &…
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Let’s Talk Yield Curve Inversion
Picture a veteran stock broker roaming the halls of a investment advisory firm. His shirt is stained with coffee. From the look of his wrinkled suit it…
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Is the Santa Claus Rally Real?
I know a financial advisor who loves to talk about the Santa Claus rally every December. He has an outstanding mustache year-round (not just in…
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Planning for the Ugly
“Telling people to “ignore the noise” or “think for the long-term” does not help in the moment unless you’ve set realistic expectations ahead of time….
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The Most Dangerous Thing
“All other creatures use their intelligence to survive. We use ours to destroy ourselves.” – Marty Rubin, Author We worry about stock market bubbles, rising bond yields,…
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No Hunt for Red October
In the 1990 war thriller “The Hunt for Red October” Sean Connery plays the role of Marko Ramius, a Soviet Union submarine captain who plans to defect. …
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Being Told to “Stay the Course”
“Volatility in the up direction is not a problem, it’s only downward volatility that offers discourse.” – Coreen T. Sol, Financial Author. Buy and hold…
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