It Finally Came….September 15, 2016
We finally made it. September 15, 2016. We had been eyeing this date for 22 years! Back on July 7, 1994, while searching for a suitable investment for our then 52 year old clients, we stumbled across a fascinating bond; a zero coupon (pays interest at maturity)...
$10,000 to $180,098… A True Story
One of the benefits of having worked three decades in the investment business is that you gain some perspective. Let me share with you a quick story. In 1985, as a brand new investment professional with a handful of clients, I was busy trying to grow my...
What does it mean to “Sell in May and Go Away”?
Is this a worthwhile investing strategy? One of the oldest stock market strategies is to “Sell in May and Go Away”. But what does this phrase mean? Is there any historical reason for selling stocks in May and leaving the market? What are the risks? The Strategy “Sell...
The Price of Oil, the Price of Gas, the Economy, and Our Investments
What typical investors need to think about The stock market in 2016 has seen large fluctuations, beginning with a January meltdown, followed by an up and down February, and then by a rising March. Naturally, this volatility makes investors nervous. At the center of...
Because Prayer is the World’s Greatest Wireless Connection
What investors need to keep in mind The recent, horrible terrorist attacks in Belgium remind us not only of the sadness of terrorist cruelty, but they also prompt consideration of the potential effects on the financial markets. How do global markets react to...Page 1 of 4
