One of the fundamental guideposts in managing assets in order to try to maximize value is “stay the course.” It sounds b…
Responding to election results: Smart planning or unrewarded market timing
Economic, legislative and world events — like the recent U.S. elections — are bound to have an impact on the emotional r…
The temptation of bright, shiny things …
The pillars of disciplined portfolio construction are proven again and again in many market environments. This approach …
During challenging times, commitment gets tested
But it’s a marathon, not a sprint Well, here is quite an admission: Underneath it all, money is emotional. We rarely tal…
Investor beware: Bright, shiny headlines are not always as they appear
Welcome to the information age! We can probably find out anything we want to on the internet. Millions of pages of infor…
Market Sound Bite: The Power of Staying the Course
The quick and robust stock market recovery during the first quarter of 2019 brought relief to investors, who once again …
The Rearview Mirror Fails in Constructing Portfolios
But Diversification Saves the Day It is often said that investors like to drive by looking in the rearview mirror. This …
Business Culture — Why Core Values Matter
“What we’ve learned is that the soft stuff and the hard stuff are becoming increasingly intertwined. A company’s values …
A Financial Management Guide for Executive Women
Approximately 60% of the nation’s wealth is controlled by women. These women may be corporate executives, mid-level mana…
The Basics of Socially Responsible Investing (SRI)
What is SRI? Socially Responsible Investing (SRI) is an approach to investments that take into account environmental, so…