Category Archives: Uncategorized

Follow the Leader

November 6, 2018

“Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise thereof; or abridging the freedom […]

October 30, 2018

The year has proven to be an exceptionally interesting time to be alive in the global capital markets that, up […]

October 18, 2018

The first 273 days of the year are in the books and assuming your focus is on the United States […]

August 14, 2018

Jeff Bezos’ Parents May Have Made the Most Successful Venture Investment of All Time In 1995, the parents of Amazon […]

August 6, 2018

Amazon Not an Overnight Success and Not Without Risk In 1995, the parents of Amazon founder Jeff Bezos may have […]

Dry powder. Liquidity. Scratch. Paper. It seems that investors and those responsible for the building and management of portfolios have […]

“Diversification is the only free lunch” is a fallacy that’s been pushed on investors for a long time. We’ve vocally […]

August 3, 2018

Coming off one of the greatest statistical anomaly calendar years for U.S. equities in 2017 (virtually zero volatility), the first […]

July 30, 2018

“Know what you own and why you own it.” Peter Lynch earned his way into the Mt. Rushmore conversation of […]

You’ve done all of the hard(er) work. The entire process of seeking out investment advice, learning what it takes to […]