Oct 7, 2015
There are two broad categories that investment managers typically assess when deciding to buy or sell a particular security: 1) The Fundamentals – i.e., How strong or weak is the economy? How strong or weak are the financials of a company? 2) The Technicals – i.e.,...
Sep 5, 2015
There are many ways to manage money, but in general, investment management falls into two primary categories – passive management and active management. Passive management typically follows the tenants of Traditional Asset Allocation whereby you allocate a certain...
Aug 15, 2015
social impact The power of philanthropy, nonprofits and government have been used in the past to drive social change. While these resources have made significant strides, they may not be enough to solve some of the world’s toughest problems.The ever-growing...
Jul 5, 2015
Equity markets faced substantial obstacles during the second quarter (Q2). The optimism that pervaded during Q1 – with international (non-US) markets finally “catching up” to US markets – dissipated during Q2, likely due to ongoing concerns over a Greek default and...
Jun 2, 2015
Investing in the markets can turn a rational person into an irrational one. The tug of war between fear and greed is ever present. On the greed side of the equation, the investment community has coined the term FOMO (Fear of Missing Out) – fear of missing out on a...
May 6, 2015
Regardless of the product under consideration, I think it is usually a good idea to educate yourself about how your money is being invested – hence my first Core Tenet, Be InformedI am frequently asked if annuities are a good retirement planning tool. Of...
