In a market environment like the one we are in right now, most investors have experienced some very nice gains in the US stock portion (and other areas) of their portfolios. For many, human nature causes us to ask the somewhat obvious question of “should I sell now?” It’s an easy question to ask, but […]

As we enter the 8th (!) year of a bull market for the S&P 500, it is days like today (Tuesday, March 21st) that remind us that markets can still go down. While I will not claim to know exactly when the current bull market will end, I do know that it will end at […]

We hope everyone is enjoying the snow—our kids are all delighted to have their first real snow of the season.  Those who are shoveling (me and my husband) are not enjoying it as much. As with every winter storm, it has been funny to hear the hysteria in the forecasts—originally, the National Weather Service had

On the way back to the airport from our recent ski trip, we encountered somewhat unexpected snow on the way down the mountain to the “valley.” That is if you count being one mile above sea-level a valley. My father-in-law was driving a recently purchased Suburban, and doing it quite well. We encountered many

Today is Valentine’s Day—the day we celebrate love and the pursuit of living happily ever after in a loving, long-term relationship.  However, it is tough to find THE ONE—often you have to kiss a lot of frogs to finally meet the perfect match.  In a weird way, finding your financial advisor is a lot like

If you are one of the 111 million people that watched the Super Bowl on Sunday night, you were treated to one of the best comebacks of all time (if not the best). Whether you love or hate the Patriots, Bill Belichik , and/or Tom Brady, you can’t help but admire their accomplishments. In an […]

I just returned from an annual investment conference in Florida—it is one of my favorite to attend, not only because it is oceanside in Florida in January, but also because of the great content and cutting edge investment strategies that are discussed.  This year was no exception—it was a great conference and I

Click on image above to enlarge. You don’t have to be an investment management expert to see from the chart above that there is no investment type that consistently outperforms the others over time. If there were, we would all hold only that investment all of the time! Diversification means holding a lot of

Ten days into the new year, and many of us are still trying to make time to put our grand resolutions for 2017 in place. Either many of us have resolved to eat better, exercise more, start a budget, be patient with our children…or some of us are still figuring out what our goals should […]