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Mid-Quarter Update: ALERT! International Equities fall below CASH

Domestic Equities 10/24/2011 1 Fixed Income 07/24/2015 2 Cash 08/20/2015 3 International Equities 08/20/2015 4 Currencies 12/11/2014 5 Commodities 09/08/2014 6...

To Buy or not to Buy? One BIG reason there is opportunity NOW in Small, Mid and Large Cap Stocks.

Familiar with our mantra, “Emotion is out, Logic is in?” While I recognize its easier said than done—it still remains that...

The Not-So-Noise…Facts and Take-Aways

While (media and otherwise) Noise can confuse at volatile times like these, I wanted to impart some facts—data to frame where...

Mid-Quarter Update: ALERT! Market Correction?—Quiet the Noise!

Last week’s sell-off in domestic and international markets will continue today. Will this hiccup go into the history books as a...

Mid-Quarter Update: ALERT! International Equities have taken a back seat AGAIN to Fixed Income

As mentioned in our Q3 Newsletter posted mid July, the #2 spot on the Asset Scale, International equities, took back’s it...

An Essay on Ben Graham’s “Mr. Market” by Warren Buffett

The following is an excerpt from an annual letter to Berkshire Hathaway’s shareholders by Warren Buffett in 1987 regarding Buffett’s fondness...

Mid-Quarter Update: ALERT! International Equities are back in the saddle…

As mentioned in our Q2 Newsletter posted last week, #3 spot on the Asset Scale, International equities, had a strong Q1...

Market at Risk: Is it Time to Consider Master Limited Partnerships?

In the first quarter of 2015, the Standard and Poor’s 500 Index rose 0.433%, Master Limited Partnerships (MLPs) declined 5.228%, and...

What can investors learn from Coach K and the Blue Devil champs?

What can investors learn from Coach K and the Blue Devil champs? Paying for a good coach, trusting fresh new talent,...

Go Greenback: Add Some Green to Your Portfolio This St. Patrick’s Day

Wanna get lucky this St. Patrick’s Day? Make some of your own luck this year and add a four leaf clover...