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Service members unfurl flag at NY Jets first home game in new stadium

6 Keys to Investor Success – Now and Forever

I have season tickets to the New York Jets. Yes I know, a less than stellar year. But this post is not about the patience that is required to be both an investor as well as a Jet fan, but rather deals with the pregame entertainment that goes on at the beginning of every Jet home […]

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CWM SNOWMAN Final copy

Working with Clients Focused on the Long Term

We often discuss with prospects that we work with individuals who are focusing on their long-term goals. We help individuals clarify what they are trying to achieve in life.  To drive home the message we thought what better way than with some humor. Enjoy the sketch below, especially before the real snow arrives here in the […]

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Founder of DFA

5 Behavioral Biases and the Investment Implications

We have consistently written about the significant role people have on their own investment performance. I decided in this post to add a video to mix up the delivery, but not the message. The attached video is from our partner, Dimensional Fund Advisors (DFA), and as we are a strong advocate for investing by capturing exposure to […]

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Honeybee 117

Investing Like a Bee

There is one thing on this planet that I am not a fan of…..actually that is being kind.  I hate bees as I am highly allergic and after a life threatening trip to the hospital, I have endured monthly shots for the past seven years to insure that I can endure a future bee sting.  […]

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Rose A 6-22-12 1

Should individuals invest cash now?

A common question that we been receiving over the last several months from prospects is “Is it too late to invest in the stock market”?  There are a number of people who have maintained very large cash positions since the great recession that ended in early 2009.  These people have watched as the S&P 500 index has […]

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Dimensional Fund Advisors:  Austin, TX Headquarters

The Certainty Principle

We live in a culture that is filled with information at our fingertips…literally. And we expect to be able to ascertain exactly what we should do with this given information. But are we sure? The path should be obvious with the media informing us their opinions on the market and when the appropriate time is […]

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Mile 3, leading ladies

Invest…Like a Girl!

What does it mean to do something “like a girl”? There is a new ad campaign that addresses this question. And in the past, the statement made it seem like doing something “like a girl” is a bad thing. Click here for the ad: Like A Girl As most of you already know, our household is […]

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Jasper And The Washing Machine

How the Washing Machine Changed the World

This video post deals with the ever-improving world as told in a TED talk by Hans Rosling.  Hans discusses his personal experience of his family purchasing a washing machine and the immediate improvement to the lives of his mother and him. He discusses how these improvements unleashed the women of the world allowing them the free […]

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Squirrel

Fears Learned in Our Youth

We had a problem, like so many others out in suburbia, with various animals like squirrels getting into our garbage cans. They would eat through the covers and even after we built a wooden structure to house the garbage cans, they ate through that structure as well. After trying various things to prevent this from […]

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The Wealth Solution

The Wealth Solution

Do you like magic? I have always been fascinated with magic tricks. The ability to move objects from one spot to another and retrieve it from the oddest places has always intrigued me. How do they do it?  There is a part of me that is uninterested in learning the trick. I just like to watch and […]

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