Category Archives for "Investment Management"

Oct 09

The Stock Market is Highly Correlated to the Movie the Revenant

Who here doesn’t like the upside of risky assets? Probably no one. It’s likely that a fair amount of people during bull markets probably forget to consider that equities are risky investments. But then the horrible bear like the one straight out of the movie Revenant chews through a portfolio as it chewed through poor […]

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Sep 04

The Holy Grail of Investing

Many of you, unless you are into reading about investment management, have likely never heard of Jack Schwager author of the Market Wizards series of books.  In his books, Schwager interviews some of the most legendary investors of our time. During each interview, Schwager tries to get at the heart of what has made that […]

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Dec 19

Investing in the Middle

Below is a very relevant Ted talk for this time of year which features a friend of mine Bill Kieffer.  Bill is someone who had a very successful military career and was able to transition that success into the business world specifically in Human Resources. While many people will be taking take time off over the next few […]

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Nov 07

It is not the Critic Who Counts

Typically, I wouldn’t post a book review or summary of a book focused squarely on investing especially when it comes to technical analysis.  Most of you simply would not care and if you are likely utilizing someone to manage your assets for you, that should be your manager’s job to understand if they are using […]

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Oct 17

The Holy Grail of Investing

Many of you unless you are into reading about investment management have likely never heard of Jack Schwager author of the Market Wizards series of books.  Within his books, Schwager interviews some of the most legendary investors of our time. Within each interview, Schwager tries to get at the heart of what has made that […]

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Dec 29

Four Risks to Consider in Wealth Planning

One of the first things that we talk with prospectus clients about is their risk/reward profile.  How much risk is someone willing to take on for a given level of return or reward? This question can begin quite the debate especially among couples because often their risk/reward profiles can be very different from each other. […]

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