Category: Entreprenuers

Tuning Out the Noise takes viewers on a journey through the “lost decade,” featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery. Tuning out the noise

This morning, President Trump signed into law the most sweeping set of tax law changes in over 30 years.  It’s going to take some time to digest it all, but there are a few things we do know.  We are getting lots of questions on what can be done this year, and candidly, there aren’t […]

After reading this mornings Wall St. Journal and seeing how passive investing/indexing bests more than 90% of the Active managers out there OVER 15 years, it’s no surprise my email box if full of emails from the Active’s suggesting “tailwinds approach” their strategies.  

Markets have been nothing short of disappointing and tough to negotiate for over a year now.  As we have gone through 2015, we have diligently rebalanced portfolios when appropriate and are producing returns consistent with what the market is allowing across our strategies.  Discipline is always easy when it’s not necessary.  One of the most […]