Financial Miscellany

In keeping with the news and the season, there are several topics to discuss this month. Here a just a

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Looking Inward

August 2015 was an inauspicious month for equity markets around the world. Although the sell-off decelerated as the month drew

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Looking Back, Looking Forward

Back in the ‘80s, legendary stock picker Peter Lynch was famous for looking for those stocks that he thought would

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Maintaining Optionality

We begin with a brief economics lesson and then move to how it affects investors. During periods of slow economic

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Opportunities in Real Estate

Have you ever been approached to invest in real estate? If you not, you likely will be someday. We routinely

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New Highs: What to Do Now!

Some people look at the S&P 500 at 2,000 and the DOW at 17,000 and feel that they have missed

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Investing in the New Year

According to Daniel Kahneman, Princeton professor of psychology and the so-called father of behavioral economics, it is our “remembering self”

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A Mid-Year Assessment

Some of you may look at the outsized returns of the U.S. Stock Market for 2013 (S&P is up 15.1%

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