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Turning Out the Noise

Have you noticed the stock market volatility lately?  Hard to miss with the media onslaught of coverage.  Below is a video entitled Tuning Out the Noise from our investment partner Dimensional Fund Advisors (Dimensional) to help bring some perspective to the current situation. Tuning Out the Noise takes viewers on a journey through the “lost decade,” featuring […]

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Performance of the S&P 500 Index - 1990-2017

Recent Market Volatility

After a period of relative unusual calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. Last year US stock markets experienced the least volatile year on record, hitting new highs seemingly every day. However, from February 1–5, the U.S. market (as measured […]

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Is Now a Good Time to be Invested?

New Year, New Market Highs Throughout 2017, the S&P 500 Index recorded 62 new closing highs in 251 days of trading. In the first three weeks of January 2018 alone, the index crossed 10 new record closing highs in 13 days of trading before giving back all of the gains in a couple of trading […]

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Irish Confirmed

I felt the need to confirm the obvious. I took a DNA test to confirm that I am mostly Irish.  Unlike the commercial advertising this DNA product, I was not surprised.  The report showed that I am 93% Irish with the next highest ethic percentage Finnish at 3%. However, I was surprised that my information […]

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2017 World Stock Performance

2017 Stock Market Review

The farther back you can look, the farther forward you are likely to see. —Winston Churchill As we review the incredible stock market performance of 2017, it is important to review our philosophy of advice – that successful investing is goal-focused and planning-driven, instead of market-focused and performance-driven. Another way of saying this is that the really successful […]

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Catchphrase Investing

The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these. But does this constitute an investment strategy?   For journalists, commentators, and marketers, acronyms like FAANG are useful. They fit easily into headlines and they […]

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]

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The Future of Global Trade – Update

In August 2016, we wrote a blog post entitled “The future of global trade” and it discussed how the outlook for global trade was bright.  We discussed that the $5 billion investment spent on expanding and modernizing the Panama Canal was completed on June 26, 2016 after 9 years of construction. The expansion was necessary in order […]

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Time to Move?

Well the time has finally arrived. After more than 22 years, Maureen and I have begun the process to sell our home.  Our 3 daughters have all established themselves in New York and Boston and a multi-bedroom house seems way too large for the two of us. We have begun the exhausting and time-consuming task […]

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Capitalism at Work

Capitalism can be seen everywhere….. if you are aware of the signs. Down the block from my office in Woodcliff Lake, NJ , there is currently a new townhouse community beginning built.  The development is being built by Putle Homes.  PulteGroup, Inc. (NYSE: PHM), based in Atlanta, Georgia, is one of America’s largest homebuilding companies […]

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