Fees Tied to Performance is Gaining Momentum
“The investment industry has long offered clients fees that have nothing to do with performance. That’s changing, but not nearly fast enough.” – Jason Zweig,…
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Recession Signals that are Flashing Red
“There are decades when nothing happens, and weeks when decades happen.” – Uday Kotak, founder of Kotak Mahindra Bank The gap between how people are feeling about the economy and what’s happening is bigger than the Grand Canyon. The soft...
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Is Your Asset Location Costing You?
“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Most investors are familiar with the basic…
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Ignoring Good Advice
“Small, seemingly insignificant steps completed consistently over time will create a radical difference.” – Darren Hardy, author of The Compound Effect Working with friends and family…
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The Housing Cycle
“Housing is often found at the heart of financial crises”– Fed Chair, Jay Powell summer of 2017 We are not experts on residential housing by…
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When it’s Broken, Don’t Fix it
“The most important thing you can have is a good strategic asset allocation mix. So, what the investor needs to do is have a balanced,…
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The New S&P 500
We recently came across a do-it-yourself (DIY) investor, let’s call him Cecil. Cecil firmly proclaims he hates technology stocks and doesn’t feel comfortable owning Tesla, Facebook, Apple,…
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Q2: Risk On?
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”– Peter Lynch,…
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Sucker Dividend Yields
“One thing everyone should know about dividend yield is this: it doesn’t tell you much. It doesn’t give you clues about the valuation of a…
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“How Often Do You Look at My Portfolio?”
“I was going to be a sales person representing that I managed the portfolio. I couldn’t live with that.” – Former Portfolio Manager at a…
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