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As Goes January, So Goes the Year?

No doubt more than a few individuals have heard one of the talking heads on the cable channels speak of “the January effect” or some other similar phenomenon that you can exploit to get rich quick. Are you really buying into what they are selling?

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The Uncommon Average

When your boat is sinking, would you swim along the current or fight it?
“The Uncommon Average” lets you see how long-term focus can yield positive returns.

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Quit Monkeying Around!

We are lucky to be living in this age and time, where there is someone we can trust our investments with. We don’t let the monkeys decide for us. We let the experts in.

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Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor. The reality is that the principles of successful long term investing are much different than most people think. Successful, long term investing” is EXTREMELY redundant

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Quarterly Market Review – Q3 2017

This year’s Third Quarter issue of the Quarterly Market Review provides a sneak-peek on how “a financial advisor can help investors decide on an appropriate asset allocation, stay the course during periods of disappointing results, and carefully weigh considerations if a given strategy is right for them.”

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Quarterly Market Review – Second Quarter 2017

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the market place.  With that in mind we publish a brief market update each quarter.  Below you will find updates for the second quarter of 2017. Enjoy the read…

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Market Returns During Election Years

As we get closer to the 2016 Presidential election, I’m besieged by inquiries from individuals wondering “what should I do with my investments”.  The simple answer is, hopefully nothing!  That ASSUMES that these individuals have developed and are implementing an investment policy statement that guides their investment decisions. While there is certainly a lot of…

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Quarterly Market Review – Third Quarter 2016

cover image for the Q3 marketing review for 2016

While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the market place.  With that in mind we publish a brief market update each quarter.  Below you will find a link to the update for the third quarter of…

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