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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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Portfolio Audit

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Portfolio Audit

We hunt the internet for the best value.  We read online reviews before making a purchase decision.  We compare the leading brand with a less…
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Q1 in Pics: The Dust Settles

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Q1 in Pics: The Dust Settles

“The S&P 500 hasn’t seen a down quarter since Q3 2015. The S&P has also seen positive returns in 19 out of the past 20…
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My Advisor Doesn’t Charge Me a Fee

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My Advisor Doesn’t Charge Me a Fee

I’ve heard a variation of the above statement five times within the last year.  I’ve had enough. You know the saying, if it’s too good…
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Decoding Your Brokerage Statement

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Decoding Your Brokerage Statement

“Your brokerage statements suck” – Barry Glassman, Glassman Wealth The way we consume information has been turned upside down with the internet, smartphones, social media,…
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Want More Yield On Cash?

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Want More Yield On Cash?

The most common question we have received in the past nine years goes something like this; “How can I generate more interest on cash?” Up…
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Gems from Buffett’s 2017 Letter

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Gems from Buffett’s 2017 Letter

“There are three ways to go broke: “ladies, liquor and leverage”– Warren Buffett, quoting Charlie Munger during a recent CNBC interview. Warren Buffett recently penned…
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Back to Normal

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Back to Normal

“If you believe markets are mean-reverting, higher returns and lower volatility today may equal the opposite in the future.  We will enjoy the quiet while…
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International Developed: What Do You Own?

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International Developed: What Do You Own?

“Gold jacket, green jacket…who gives a $%&!”– Happy Gilmore We have heard them called foreign equities, global markets, international developed, emerging markets, frontier markets, BRIC…
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Warm & Fuzzy Financial Services Ads

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Warm & Fuzzy Financial Services Ads

I watch quite a bit of golf in my spare time.  PGA Tour, Champions Tour, Korn Ferry, LPGA, it doesn’t matter. Watching top pros compete…
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