Investing


Oct

07

2016
Game On

Game On

Earlier this week the Massachusetts SEC filed a complaint against Morgan Stanley alleging their use of sales contests to incentivize product sales were harmful to the public’s best interests. Employees could win valuable prizes by convincing their clients to borrow...

Read More


Sep

26

2016
Will the Election Impact My Portfolio?

Will the Election Impact My Portfolio?

The 2016 election has been churning out headlines for the past year and is now only a few weeks away. If Donald Trump is elected, will global stock markets spiral out of control? If Hilary Clinton wins, will the economy...

Read More


Sep

18

2016
The Invisible Alpha

The Invisible Alpha

The connection between Wall Street and Main Street is a quirky one.  For the most part, Wall Street serves Main Street well.  Investment banks, commercial banks and insurance companies match borrowers with lenders and keep the economy running.  However, this...

Read More


Jul

08

2016
Eating Your Dog Food

Eating Your Dog Food

Last week I wrote about free lunches.  Let’s stick with the food theme and discuss a less appetizing meal; dog food. Those of you who have been reading my posts each week know that I don’t exactly sing the praises...

Read More


Jul

01

2016
Free Lunch Investing

Free Lunch Investing

There’s a well-known saying in the investment industry that “diversification is the only free lunch in investing.”  The phrase was first coined by Harry Markowitz, a Nobel Prize winning economist in 1952.  So what exactly does it mean? The “there’s no free lunch”...

Read More


Jun

24

2016
You Know Nothing, So Invest Like It

You Know Nothing, So Invest Like It

“The more I learn, the more I realize how much I don’t know.” When I sat down to write my blog post this week, it started like this: “China, Grexit, Ebola, China, Brexit, Taper, Donald Trump, Russia, China, Oil, Debt...

Read More


Jun

03

2016
To Roth, or not to Roth

To Roth, or not to Roth

I get a lot of questions about IRAs so I thought a quick crash course in the basics would be helpful.  Tax laws, regulations and individual circumstances change frequently so always check with your advisor or tax consultant before making...

Read More


May

27

2016
Breaking a Bank

Breaking a Bank

For the unofficial kickoff of summer I thought I’d share a crazy/sad story about the collapse of one of the oldest banks in the world.  No lessons this week, just an interesting story about how a few very bad bets can...

Read More


May

24

2016
Hedge Fund Roulette

Hedge Fund Roulette

Paul Tudor Jones is an investment legend.  He founded Tudor Investment Corporation in 1980 and has delivered net annual returns of 19% since inception.  That is an incredible track record. However, the returns are somewhat skewed.  PTJ had massive returns...

Read More


May

20

2016
The Power of Doing Nothing

The Power of Doing Nothing

Investing is much different than most other endeavors in life.  Usually, when we want to accomplish a goal, we have to do more.  If you want to lose weight, exercise more.  If you want a promotion at work, stay later...

Read More



Page 3 of 812345...Last »