08 Feb 2013

Posted at 13:43h in Briefs about our Process, The Friday Brief by
Every person you admire, living or dead, achieved their esteemed position through a series of decisions, readjustments, recalculations, restarts, and a fortuitous helping of what we call ‘being in the right place at the right time.’ Each one undertook a journey, but before the first measurable step was taken, they asked a question – what if . . . ?

01 Feb 2013

Posted at 11:11h in Briefs about our Process, The Friday Brief by
Last weekend I received an email from a client expressing concern about the US Treasuries we hold in her account. She had seen some dire warnings about bonds and particularly Treasuries in the recent media. Given the importance of Treasuries to our portfolio strategy and the rising concerns being stirred by investment gurus and financial media, it seemed appropriate to address Treasuries' unique qualities that are largely ignored by today's financial services industry.

28 Sep 2012

Posted at 10:23h in The Friday Brief by
Among individual investors there are a couple of commonly held beliefs. The first is that returns are everything. The faster and larger one can grow his or her nest egg the better. Those who hold this belief know with great certainty, it is obvious to them, that investing is about returns, and the bigger those returns are the closer they will be toward reaching their goals, even if they haven't spent much time thinking about what they are.