Popular Posts
Is There Hidden Risk In Your Portfolio?
During his summer break from college, my son tried to sell me on the merits of the popular TV series, Burn Notice. In this TV drama, Jeffrey Donovan plays Michael … Read more
The Calculus of Trust
The bestselling book “Freakonomics” chronicles the search for the hidden incentives behind all sorts of behavior. It characterizes the field of economics as the study of incentives – how people … Read more
How Did Your Portfolio Perform?– Understanding Risk and Diversification
In competitive pursuits, there are established and transparent measurement systems to determine not just performance but how performance is achieved. In professional sports, a variety of statistics are used to … Read more
Does the Candyman Have You Hooked? — Consider Discharging Your Investment Adviser
For some, The Candy Man is a fun ditty from the 1971 movie “Willie Wonka and The Chocolate Factory.” The phrase, however, has its origins in a much more sinister … Read more
Assets Out of Management — Challenging 'Assets Under Management'
A few weeks ago BP CEO, Tony Hayward, felt the heat of America’s ire for his “I want my life back” gaffe. This week, BP Chairman, Carl-Henric Svanberg, may have … Read more
Get Wall Street Out of Your Pocketbook by Removing the Intermediaries
Just when we thought we were through hearing about the Wall Street hooligans and their criminal vices our “untouchable” friends at Goldman Sachs made the news twice. The Wall Street … Read more
Behind Closed Doors – The Untold Story About Diversification
Have you ever been a part of one of those trusted conversations where you become privy to information that is so powerful it would disrupt the status quo? Think of … Read more
How Wall Street Works And How To Protect Yourself
In one of this week’s articles Wall Street Journal writer Jason Zweig, reports that an investor, Philip Eberlin reportedly put 80% of his assets in CDs and fixed annuities because: … Read more
How Wall Street Works
The veil over how Wall Street works is slowly being lifted. Wall Street’s real mission isn’t to help you make what the markets return, rather it’s to keep your money … Read more
'24' Star Kiefer Sutherland Blows Up His Retirement Portfolio
The news about retirement portfolio investing this week has been a little light, so we start with the lighter side. Kiefer Sutherland’s misfortune is not funny, but we’ve watched our … Read more