Mighty Mid-Caps
Our clients have long heard us espouse the value of having some exposure to small-cap stocks, referring to Morningstar/Ibbotson data that evidences how small-caps have outperformed large-cap [...]
Bitcoin, Bubbles, and the Fear of Missing Out
We thought it would be instructive to share some of the thoughts from our response on December 21, 2017 to a client query about Bitcoin. This article highlights and expands on those thoughts. [...]
Impact of Robo Advisors
As seen in the Forum Magazine Robo-advisors have become a favorite topic for the personal finance press. They would have readers believe that traditional financial advisors should begin packing [...]
Emotions: An Investor’s Worst Enemy
Many species, including humans, have sought security in herds and the familiar. While this behavior has ensured our survival over the centuries, it is unfortunately detrimental to investing. In [...]
