Stock Returns & The Next President
After both the Dow and the S&P 500 got off to the worst start in history, stocks have bounced back and trended to new all time highs. Dec...
The Greatest Stock Picker I Know
This is a real story that's played out over the last 12 months. It's about a client of mine who happens to be my wife's Aunt. Aunt Ann is...
There Is No Free Lunch With Indexed Annuities
In the last year, I've had more clients than I can count on one hand ask me about these products. If clients are asking, it means...
There Is No Perfect Portfolio
Humans are perfectionists. We are constantly striving to introduce new efficiencies in our lives. Just look at all the apps available in...
Be Open Minded
Three weeks ago, my wife and I had the pleasure of hosting two financial advisor colleagues for a few days during their visit to...
Hedge Funds - Wall Street's New Dodo?
Once the darling of high net worth investors, hedge funds have dropped the ball in recent years. These risky limited partnerships use...
The Sequence of Returns Matters More Than You Think
For some, retirement can be stressful. The adjustment from a regular paycheck to living off your investments and Social Security can be...
It's Hard To Make A Case For International Investing Right Now (But I Will)
Returns on publicly traded companies based in developed, non-US countries have lagged US investments for several years. Investors who own...
The Lost Decade
The decade ending December 31st, 2009 was certainly uninspiring for large cap stocks, and most investors. Large cap heavy portfolios lost...
Process, Then Product
A few weeks ago I was reviewing with a friend and client. He reached out to get my opinion on what he should do with some extra income...
