Insights & News

  • December 26, 2016

    Protecting Yourself from Investment Fraud

    Recently, Federal prosecutors alleged another billion dollar investment fraud (Platinum Partners) occurred, in which investment professionals may have dramatically overvalued the assets that they held for their clients. Should all investors be worried? Is...

  • December 19, 2016

    Three Keys to Find and Keep a Good Investment Advisor

    Avoid obsessing about short-term performance. In fact, most investors should try to avoid watching the ups and downs of financial markets on anything more often than a quarterly basis. Demand simple and clear answers...

  • December 8, 2016

    The New Era of Low Expense Ratios

    After the high mutual fund fees of 50 years ago there emerged a wave of no-load mutual funds that offered investors the opportunity to invest in mutual funds without devastating sales charges. For the...

  • November 30, 2016

    Two Danger Signs of a Trading System

    Many investors attempt to find their own successful trading system or a trading system offered by someone else that can consistently beat the market. Many will believe that they have discovered this “Holy Grail”....

  • November 18, 2016

    To Minimize Taxes Resist Trades that Feel Good

    One of the most wonderful feelings is selling a recently purchased asset that has risen in price. One of the worst feelings is selling a recently acquired asset that has fallen in price. So...

  • Graph-pic November 9, 2016

    Dealing With Market Surprises

    The last 24 hours has been a surprise to many waking up to news of a Donald Trump presidency.  Stock markets don’t like surprise, which was evidenced by the Dow Jones Futures plummeting almost...

  • November 8, 2016

    To Err is Human

    One of the most difficult challenges of successful investing is keeping normal human emotions under control. Successful managers must be confident when everyone else is fearful in order to exploit market bottoms. They must...

  • October 31, 2016

    The Head Tax

    A type of tax that is rarely discussed anymore is the head tax. A head tax is a per-person tax that is fixed regardless of the person’s wealth, income or anything else. Head taxes...

  • October 24, 2016

    Always fight the Fed in the long-run

    While in the short run the Fed can be all-powerful, in the long run I believe the only thing the Fed can do is create damage. The damaged is cause by the increased uncertainty...

  • September 27, 2016

    Don’t ever, ever, ever fight the Fed in the short-run

    One of the best pieces of investment philosophy is “do not fight the Fed”. This means, do not put your portfolio in a position that will be harmed by the actions of the Federal...



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