Would you feel comfortable owning a portfolio that was 100% invested in a single stock? Now before you answer, what if I told you this was not just any stock, […]

No one ever said that market timing is easy. One reason for the high failure rate is that market prices incorporate new information almost instantly; another is that prices often […]

Next month will mark the ten year anniversary of the Lehman Brother’s bankruptcy, a shocking and unexpected event that helped catapult what had been a relatively mild recession and bear […]

Through the first quarter of 2018, the post – WWII annualized, real (inflation-adjusted) compounded total return on the S&P 500 has been 7.57%. This is an extraordinarily high real rate […]

Many investors today are increasingly looking at more than just risk and return in their portfolios – they are also hoping to make a positive “impact” with their investment dollars. […]

Everything, they say, has its price. Well perhaps not family, love or friendship but certainly most things do! And it turns out that even money itself has a price – […]

Well that was exciting! Until this month’s ~10% “correction” in world equity markets, volatility had fallen so far below historical averages that stock market movements had almost begun to resemble […]

You may have noticed that interest rates around the world have generally moved higher over the last few months. Predictably, this has encouraged certain investment “gurus” to issue increasingly vocal […]