... your other “mainstream” investments? We believe it’s actually the perfect opportunity to learn why currency exposure should make up part of your overall asset allocation. Most people, including experienced ...

... to something that everyone should know: If you truly have a diversified portfolio there will ALWAYS be something in there that you absolutely cannot stand and wish to get rid of! REIT’s led from start ...

... it’s (1) a futile endeavor (2) not what this exercise is trying to prove; quite the opposite actually, and (3) go back reason #1. That being said, however, the small adjustments we made in October all ...

... an emergency room nurse. He has seen firsthand what it’s like to lose a co-worker and friend in the line of duty so supporting a foundation like this was a natural calling. Adam Brown Legacy Fund – This ...

... it’s in November or March. Unfortunately, we are all inclined to pay attention to the calendar because those that run our 24 hour media/news cycle get paid to make such an imprint on your brain.   October ...

...  to real estate and for most individuals it’s their largest investment so it should suffice. Your home is actually considered a “consumption good” instead of a pure investment. Although it’s likely to appreciat ...

... to compare our portfolio against the benchmark. It’s finally happening. Yes…it appears the stock market is correcting. As a matter of fact for the second time this year alone the Small Cap asset class ...

... the bond market and it’s respective numbers over those same time periods are as follows: -0.88%, -0.37%, +2.25%, and +3%. PTTRX has been around a lot longer but it’s alarming to see that even over 10 years ...

  As always it’s important for both our new readers and in some cases…our existing ones to revisit what we are doing here with this series of articles:   Click here to revisit the first edition ...

It’s clear that nobody has a crystal ball but there are a few simple tools and “rules of the road” which can help understand stock market behavior. For those of us who are visual learners this simple ...

... some time to sleep and you pleasantly roll over and shut your eyes; it’s almost like you just were rewarded free time which is the one thing we can never get back!   CLANK, BANG, SCREECH, HONK!?!?! ...

  The longer we go on without a stock market correction the potentially worse it will be when it eventually hits. At this point, it’s clearly not a matter of “if” but “when” it is coming.   First ...

... 20% or more growth for every earnings announcement. Technical View: Currently the stock is trading well above it’s 200 day moving average (click here for chart) which is not surprising when taking ...

... benchmark What adjustments did we make? As usual we enjoyed several dividends hitting the portfolio. Although we believe it’s futile to think one can prepare for a correction, we continued to whittle ...

... whether they have held the fund for 3 months or 45 years. Take caution and don’t ignore the imbedded tax liabilities associated with a fund like this. “It’s not how much money you make but how you get ...

... in the same room are not only dealing with the loss of a friend or past colleague, but it’s a harsh reminder that we’re all headed for the same finality. I’m not 25 years old anymore, with thoughts that ...

... this is not only comical “advice” but it’s flat out wrong! Even if each stock position is in a different industry and market cap, the risk associated with a portfolio like this is huge. The brightest minds ...

... of the day. After all, June is the 10th worst calendar month of the year. Since 1950 it’s basically been a flat month but more recent history points to June losing an average of -1.33% over the past 10 ...

... “experts” and journalists do their best to paint the summer months as those that are primed to underperform. Does history always repeat itself in exactly the same way? Nope. It’s not hard to find investors ...

  Nobody likes traffic but it’s without question a part of our daily lives. Being stuck behind a long line of cars and seeing nothing but red taillights is even more aggravating when you are short ...