How to Resolve 2017 and Move on

What’s the first thing that pops into your mind as you look back on 2017? Was it a good year?

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Different Strokes

Once upon a time, the most widely-used investment textbook was Graham and Dodd’s Security Analysis. Still relied upon, it was

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The Seat Belt Light Is On

One of my favorite books, for many reasons, is The Fourth Turning, by William Strauss and Neil Howe. It begins

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Déjà Vu, All Over Again

As of this writing, the stock market has just produced one of its worst quarters (Q3) in a very long

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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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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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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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On Alert

My military service happened right in the middle of the Cold War. Serving with the Army’s 1st Armored Division in

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A Wild Ride to Nowhere

Last year was one of the most challenging ever for investors and advisors alike. In fact, a member of my

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