They Want Your IRA.

    If you haven't been following the latest 'discussion' regarding the government's move to enforce a fiduciary status on the brokerage/investment industry, let me bring you up to speed.  There are several things at play. I normally try to keep politics out of things, but at this point, it's more important to share the [...]

By | 2016-04-07T23:25:05+00:00 April 7th, 2016|Portfolio|Comments Off on They Want Your IRA.

Investment Demons: Are you a Self-Deceiver?

Investment Demons: Are you a Self-Deceiver?   I've mentioned this before in relation to long-term investment strategies: Sir John Templeton (the father of international investing and considered one of the great investment icons of the twentieth century) often advised that you have to look foolish (sometimes even stupid) in the short-term in order to look [...]

By | 2016-03-11T16:06:30+00:00 March 11th, 2016|Financial Market, Portfolio|0 Comments

As an Investor, Are You an Andy or a Barney?

As an Investor, Are You an Andy or a Barney?   Markets were volatile in the first week of 2016 to the chagrin of some and delight of others. Count me in the camp of those delighted with volatility because I believe volatility is not the boogie man or the monster under the bed. Far [...]

By | 2015-12-23T23:01:35+00:00 December 23rd, 2015|Portfolio|0 Comments