13 Sep 2013

Posted at 14:42h in The Friday Brief by
Rapidly rising stock markets are the most challenging times for financial advisors who truly care about their client's long-term well being. This latest market rally is no different  as it has prompted a number of calls from clients asking if they should be more aggressively invested to avoid missing out on the rally. Frankly, I’ve always suspected that my answer fell short of satisfying them. Now I know why.

30 Aug 2013

Posted at 14:20h in The Friday Brief by
Talk of tapering the Fed's $85 billion monthly purchase of bonds and saber rattling over the claimed use of chemical weapons on civilians by Syria's government put a damper on stocks in August and risks worsening our struggling economy.

16 Aug 2013

Posted at 13:30h in The Friday Brief by
About this time each summer it's fun to take a break from the humdrum of economics and investment practices to slow down and remember a simpler time. Travel with me to a place that no longer exists and perhaps never will again, except in the memories of a blessed few. The wonderful thing about growing up at Cape Lookout was