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The Madoffs Among Us

By |2019-02-20T17:36:09+00:00February 20, 2019|Uncategorized|

When teaching my Income in Retirement college classes, there is a section on preservation of capital embedded within the investment strategies portion. In my book, preservation from fraud and theft are even more important discussion topics because the methodologies to separate you from your money are many. And they are often aggressive. In my recent reading 'travels', I came across this article about a gentleman who has written an interesting treatise on the subject and so is worth sharing. His findings bear witness to the necessity [...]

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

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

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 from it! Volatility is to me an ally that creates opportunities for patient investors to profit from the actions of others letting emotions get the better of them. Rather than drifting [...]

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