20 Jun 2014

Posted at 14:08h in General by
The analogy of life as a highway poses some interesting questions. Some are obvious, others less so, but all are interesting. As kids we continually asked our Dads, 'are we there yet?' But with little sense of time or surroundings, Dad's answer always fell short of providing us with any helpful information.

13 Jun 2014

Posted at 16:11h in The Friday Brief by
Risk in investing is generally understood to mean the possibility of losing money. But there is a more important distinction to consider. For instance, when you work with a broker or a money manager you complete a risk tolerance questionnaire. It basically asks you what is the maximum point of risk (loss of your money) you can stand before you spend sleepless nights and stomach-sick days?

06 Jun 2014

Posted at 10:51h in General by
It's June and most of you are at the beach, the lake, or the mountains. The economy seems to be growing just fast enough to avoid stalling and not so fast as to spark inflation. Stocks and bonds are also behaving nicely. So with your indulgence, it's time once again for a Cape Lookout story.