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Will You Join Us?

By |2017-04-25T09:00:45+00:00April 25, 2017|Investment Management|

“Will You Join Us?”   I wanted to personally invite you to our upcoming Memorial Day Celebration - we're remembering our veterans! Please join us Friday May 12 at Manor Hill Brewing! Please note:  We are capped at 50 people by the brewery, so register ASAP! Register online or by calling Gracie at 443-718-6311. Event Details Location:  Manor Hill Brewing -  http://manorhillbrewing.com/ Food provided by:  http://mission-bbq.com/ Date: Friday, May 12th  Time: 6:30-8:30pm About Manor Hill Brewing Manor Hill Brewing's Mission - In 2007, Victoria Gastro Pub redefined the pub experience… creating an inviting [...]

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A Scientist’s View of Investing

By |2017-04-21T09:00:32+00:00April 21, 2017|Investment Management|

“A Scientist's View of Investing”   Hey there! I hope everyone had a wonderful Easter or Passover celebration. I ended up having a ridiculous case of bronchitis; I could hit the really high and low notes in choir, just not the ones in the middle! In continuing our story from a couple weeks back, we pick up on the science and math of investing. This article appeared in ThinkAdvisor and is written by Michael Fink, PhD, dean and chief academic officer at The American College of [...]

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When Small is BIG!

By |2017-04-05T09:00:44+00:00April 5, 2017|Investment Management|

“When Small is BIG!”   The market’s been moving around lately (with the usual accompanying commentary), so I’d like to revisit some basics, plus the science. I’m always talking about ‘global diversification’ and proper allocation. But what exactly does that mean and WHY does it matter? This email will be divided into 3 parts, because otherwise, it’ll be too long and you’ll all glaze over. About a week ago, I was studying last year’s returns across all the asset classes. Do you know what the entire US market [...]

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