Trump and Your Investment Portfolio

Election 2016 is finally over.  Chances are, you woke up on November 9 feeling either elated or discouraged.  Whether your candidate won or lost, I […]

Emotions and Investing: Keep your Poker Face

We all know it’s natural for the market to go up and down. But when you have hard-earned cash invested in that market, those ups […]

By |June 25th, 2015|Categories: Investing|Tags: , , , , , , |1 Comment

Tools to Construct Global Equity Portfolios

It is a global market with many investors seeking global diversification. In the following I offer guidance on global equity market asset allocation. Asset allocation […]

By |May 12th, 2015|Categories: Investing|Tags: , , , |0 Comments

Investing Can Be Like Playing a Game of Monopoly

Remember playing Monopoly with your kids or as a kid? It’s a game of strategy and most of us choose one of two ways to […]

How a Hedging Strategy May Help Your Retirement Plan Survive

This is part 2 of a 2 part series.

Many retirees continue to invest as though they’re still in the accumulation phase as I stated in […]

Q3 2014 Stock Market Commentary: Cautious Optimism

The optimist proclaims that we live in the best of all possible worlds; and the pessimist fears this is true. – from The Silver Stallion, 1926 […]