Posted in our blog
If you’ve read some of our previous articles about what Mr. Market thinks about with regard to what month it is, you’ll know that he could care less! The market has no idea (or interest) whether ...
Posted in our blog
On countless past occasions the stock market fools not only the average emotionally driven investor but also the seasoned professional. It's happening again in an asset class that has fooled everyone ...
Posted in our blog
... to compare our portfolio against the benchmark.
It’s finally happening. Yes…it appears the stock market is correcting. As a matter of fact for the second time this year alone the Small Cap asset class ...
Posted in our blog
They say all news gets priced into the stock market. Proponents of the Efficient Market Theory believe that there is “perfect information” in the stock market. Any information or insight that is available ...
Posted in our blog
... to alternative investments. We’ll touch on this more later but let’s first address the sale of a market darling that we haven’t owned for all that long.
The simple rationale behind this move was to take ...
Posted in our blog
It’s clear that nobody has a crystal ball but there are a few simple tools and “rules of the road” which can help understand stock market behavior. For those of us who are visual learners this simple ...
Posted in our blog
Making money in the stock market is great but so many forget that eventually they have to reconcile with Uncle Sam come tax time. Look for example at some investments that we have recently discussed: Under ...
Posted in our blog
... What on earth?? Something that is NOT your alarm clock rattles you awake and spoils this momentary feeling of pure relaxation.
That’s basically what Mr. Market did to everyone in July. The last day of ...
Posted in services
... “buy and hold/forget”. Your allocation must adjust over time according to your goals, the overall investment environment, and dynamic financial markets. Our unique tactical approach to Asset Allocation ...
Posted in News Feeds / Uncategorised
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