Category Archives: Miscellaneous

Standing on the Knife’s Edge

Concern about a significant shock to the financial markets remains despite investor confidence being at or near a four year high.  Investors’ actions still reflect their caution.  The Investment Company Institute reports that through the first week of April, more … Continue reading

Posted in Investor Behavior, Miscellaneous

Thinking Beyond the Debt Crisis Impact

As we enter September, the sun is quickly setting on summer and children are making their way back to school, leaving their summer folly behind and no doubt excited to see their classmates and both anxious and optimistic about what … Continue reading

Posted in Miscellaneous

Uncommon Sense for the Thoughtful Investor

This past month has presented a lot of challenges to investors as growing concerns about the developed world’s debt issues took center stage along with deteriorating economic fundamentals that suggest a greater possibility of a second recession. The result of … Continue reading

Posted in Miscellaneous

Is It Time for Investors to Take a Time-Out?

One of the greatest basketball coaches of all time, Phil Jackson, has a lesson to teach us. He’s shown us on the court what we must practice in the markets: don’t panic. You see, Jackson is notorious for not calling … Continue reading

Posted in Miscellaneous

How to Deal with Possible Consequences of a U.S. Default

The other day a client asked a question on the minds of a lot of investors: “Can you please outline for me your strategy for dealing with the possible consequences of a U.S. default?” This is a challenging question to … Continue reading

Posted in Miscellaneous

Do You Believe in Magic?

Have you ever seen a magician turn a twenty dollar bill into a hundred?  It turns out that really is magic.  But turning a one hundred dollar bill into a fifty is not magic.  What’s the difference, you ask?  Inflation … Continue reading

Posted in Investment Strategy/Asset Allocation, Investor Behavior, Miscellaneous