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Living with Volatility, Again

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good. There are a number of tidy-sounding theories […]

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Two Investing Lessons from the U.K.

The following video is by Sensible Investing.TV based in the United Kingdom.  The video addresses two key lessons learned from academic investing research according to Professor Jens Hagendorff  from the University of Edinburgh.  The first lesson is that it pays to have a diversified portfolio, not only in asset classes but in geography (meaning investing in […]

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first place

Last Year’s Stock Market Winner

The large publicly owned U.S. companies earned 1st place among the asset classes with excellent returns for 2014, as indicated by the S&P 500 index.  The S&P index tracks the largest U.S. companies traded on the New York Stock Exchange. The index rose 11.39% for the year, and the total return with reinvested dividends was […]

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South Sudan Rally Sign

Socially Conscious Screening

Socially responsible investing considers both financial return and social good. Many investors object to various businesses activities, and there are money managers and funds that let them invest according to their consciences. But just how do they go about screening out objectionable things? This investing strategy has early roots in this country and dates back to 1758, […]

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What's new, pussycat?

Belling the Cat – Using research to time the markets

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.  This holds true to the financial world as well. Academic financial research generates hundreds of research papers each year highlighting potential ways for investors to get a possible insight on the direction of the stock market.  Many […]

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The New York Stock Exchange

Why Dimensional Fund Advisors (DFA)?

People generally ask us once they know that we are an approved advisor of Dimensional Fund Advisors (DFA) funds a very simple question: Why DFA? I often describe how my quest to provide the best investment options for my clients was the result of many years of studying in academics and working in the business world. From this research, […]

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Photo of the Arthur Ashe statute at US Open Tennis

Why Invest in International Companies?

We were fortunate enough to attend the US Open Tennis Championship in Queens, NY over the Labor Day weekend. It is one of the more enjoyable sporting events due to the ability to choose between multiple matches on several courts. As I had not  been to the U.S. Open  championship for a few years, I noticed […]

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jnj-logo

Top 10 Oldest Company Logos in the World

I was recently at a new restaurant for dinner with Maureen. After dinner, I decided to have tea with my dessert. The waiter asked if ‘Twinings Tea’ would be fine. I inquired if it was any good and he stated it was excellent. To my surprise having never had Twinings Tea before, it was not only […]

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golf course

Golfing and Investing: Risk trade offs

The key to successful investing and golfing is to determine when risk is necessary to accomplish your goals and when it is not. As I watch the phenomenal professional golfers tend to their craft this summer, I thought of the similarities that risk has in both pursuits. Watching the different styles of the golfers at last […]

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The Boeing 747SP

America’s Manufacturing “Come Back “

Maureen and I were in the Garden State Plaza Mall and we overheard a couple of people in the Nike store discussing how “nothing is made in America anymore”. I’m sure all of us have heard someone discussing the same thought or thought the same thing themselves. Well it turns out it’s just not true. The […]

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