Category: Tactical Allocation

December 19, 2014 No comments exist

Out With the Old, In With the New: Themes For 2015 The question I’m most often asked at the beginning of each year is, “Where do you seen the Dow Jones Industrial Average heading this year?”   The new year always brings wild predictions from “experts” who have allegedly figured out what this market is going…

May 1, 2013 No comments exist

Two Beers, One Napkin and a 401(k)   What would you do if you found out your investment was earning 1% a year? Would you review your investment and make some changes or would you take a “wait-and-see” position?   The reality is that lots of good folks are sitting idly while their retirement plans…

August 1, 2012 No comments exist

Psst! Want to lose a lot of money? While there are no foolproof ways to accurately predict the market, there are several foolish ways in which investors can successfully subvert their portfolios and reap big losses. Here are several examples of how unknowing investors can unwittingly sabotage an investment portfolio. Neglect the Driving Force Behind…

February 1, 2012 No comments exist

The Silver Bullet of Investment Success You know that sinking feeling you get in the pit of your stomach when you receive your investment statement in the mailbox. You worry that it might contain disturbing news? You anxiously let the package rest on the counter wishing it would just vanish. Finally you rip the envelope…