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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Portfolio Audit
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...
read moreQ1 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
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
“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?
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
“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
“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?
“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
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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