Six Affordable Habits of the Wealthy

Maggie Mayer 25th May 2017Financial Planning, Retirement Planning

"Early to bed and early to rise makes a man healthy, wealthy and wise." -Benjamin Franklin While catching up on sleep may help your health, it would take a miracle to go to sleep earlier one night and wake up with a heap of cash at your bedside. While there's no one secret or rule that will instantly make you rich, emulating some of the financial habits of the wealthy may help you follow in their fiscal footsteps. Read All

Diversification For Uncertain Times

Maggie Mayer 29th April 2017Portfolio Management

It is always an interesting time to be an investor. As we have discussed previously, people reading the investment news every day without the knowledge of some simple investment principles would be very overwhelmed. The investment jargon, fancy charts, and emotional wording can cause an investor's blood pressure to rise quickly. It is fascinating to read about today's investment world being especially "volatile", "uncertain", "risky", and "unpredictable". In our opinion, these words could describe markets every day. Read All

First Quarter Market Review 2017

Maggie Mayer 29th April 2017Portfolio Management, Quarterly Market Commentary

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Read All

Countdown to Tax Deadline and Potential Tax Reform

Maggie Mayer 12th April 2017Tax Planning

Most Americans have recently completed or are in the process of completing the annual chore of submitting their individual income tax returns to the appropriate government entities. No matter your current economic situation, many people find this a complicating and confusing process. By the time the returns are filed, exhaustion has most likely set in. It does not matter whether you are just collecting the information or actually preparing the returns, this can be a tiring experience. Read All

Breakthrough or bust: Examining “Dow 20k”

Maggie Mayer 28th February 2017Portfolio Management

On March 29, 1999, the Dow Jones Industrial Average (the Dow) finished the trading day above 10,000 points for the first time since the index was first published in 1896. Read All

Philosophy, Strategy and Discipline-Active View

Maggie Mayer 30th January 2017Financial Planning, Portfolio Management, Retirement Planning

"Luck plays a big role. Athletes, poets and businesses get lucky. Hard work is critical, a good team is essential, brains and determination are invaluable but luck may decide the outcome." Phil Knight, Shoe Dog: A Memoir by the Creator of Nike. An investment philosophy is a set of principles that guides all portfolio decisions. Read All

2016 Market Review

Maggie Mayer 30th January 2017Portfolio Management, Quarterly Market Commentary

In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns. The year began with anxiety over China's stock market... Read All

Year in Review

Maggie Mayer 23rd December 2016Portfolio Management

Nothing takes you away from dwelling in the past or agonizing about the future like living in the present" - Roy T Bennett, The Light in the Heart. As we bring another calendar year to a close, we look back at what a year it has been. It is important to reflect and to learn from the past. In reflection, we are often amazed at the events that we experienced and how much different they were then we might have expected. This reflection process is where knowledge is truly gained. Knowing the power of hindsight bias allows us to better ...

Investment Plans and Rain Delays

Maggie Mayer 22nd November 2016Portfolio Management

“The reason our ideas haven’t spread faster is they’re too simple” – Charlie Munger, Vice Chairman of Berkshire Hathaway. Investment philosophies can be as simple or complex as investors want them to be. Many investors believe that the more complex the structure or plan, the more valuable it must be. History is full of examples proving this belief to be wrong. Unfortunately, financial institutions are well aware of these investor beliefs so they have marketed complex products and services. Maybe they will work or maybe they will not. Either way, investments typically do not move in one direction all the ...

The Stock Market and Presidential Elections

Wp_Site_Admin 1st September 2016Portfolio Management

Dear Valued Clients and Friends: Every four years we field questions about the possible effect of a presidential election on stock returns. This is understandable as presidential elections tend to bring out uncertainties that fuel discussions and this year's election holds far more uncertainty than the norm. So, with the election a few short weeks away, we thought it would be interesting to look at the historical relationship between the stock market and presidential elections. But it is well worth noting at the start, while it may be interesting (even fun) to discuss whether one party or the other is ...

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