Investing with a Personal Time Horizon
Investing with a Personal Time Horizon Sometime in your investing life you have likely seen the 'mountain chart' exhibited below illustrating the price of the S&P 500 index from 1950…
A Growing Chorus of Caution
A Growing Chorus of Caution Bloomberg has been featuring articles this week that focus on the expensiveness of the market. In a recent article titled “Goldman Warns Highest Valuations Since…
Tax Cut or No Tax Cut?
Tax Cut or No Tax Cut? The tax cut struggle isn't just politics. Economics are at play. This graph from a recent dshort.com article illustrates the problem perfectly: In summary,…
Demographics and Documents
Demographics and Documents I have been blessed over the last thirty years to have long lasting relationships with my clients. I have been reminded many times by clients that we…
2525
2525 In the year 2525 Everything you think, do and say is in the pill you took today. -Zager and Evans, 1969 The Austrian government took a big leap towards…
Turn Out the Lights
Turn Out the Lights In a recent New York Times article, Ruchir Sharma quoted George Goodman’s comments regarding the stock market bubble of 1967: Those who leave early are saved,…
Counting Backwards
Counting Backwards During my annual physical, my physician has me count backwards by sevens to test my cognitive skills. Being in my early fifties I think this might be overkill,…
Memorial Day and the Greatest Generation
Memorial Day and the Greatest Generation This last fall my wife and I took a trip to Washington D.C. I am a museum-aholic so trips to our nation’s capital are…
Morningstar Investment Conference
Morningstar Investment Conference This was our second year attending the Morningstar Investment Conference in Chicago, which brings together some of the major thought leaders in our industry. Listed below are…
Life in the Fast Lane
Life in the Fast Lane The Eagles were right. Life in the fast lane will make you lose your mind. However, most people don’t realize it until it is too…