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

Posted on October 6, 2010 by

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

Posted on August 30, 2010 by

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

Posted on August 3, 2010 by

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

Posted on July 31, 2010 by

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

Posted on July 6, 2010 by

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

Posted on May 10, 2010 by

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

Posted on March 8, 2010 by

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

Posted on February 13, 2010 by

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

Posted on February 9, 2010 by

'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

Posted on February 5, 2010 by