Investing

Election Years and Stock Markets

Election Years and Stock Markets

Every four years, we get a lot of the same questions about elections and the stock market. In one form or another, people are generally asking how the market performs during election years. The graph at the right shows average market performance for each year of a presidential term. As such, the market will grow at […]

Mr. Market Has Quite a Temper

Mr. Market Has Quite a Temper

I had planned on writing this week about the fact that 2016 is an election year, and that the only certainty we have about any election year is that it is going to be emotionally charged and full of uncertainty. Given the way the stock market opened 2016 this week, we’ll stick with investing for […]

Summer Market Volatility

Summer Market Volatility

The last few days provided a not so subtle reminder that there is real risk investing in stocks. However, the true risk lies in how you react to the pit that formed in your stomach as global markets dropped. You see, that pit is our body’s biological response to fear. We are wired to seek safety when […]

The Financial Crisis in Greece

Weston Wellington of Dimensional Fund Advisors discusses the crisis in Greece and its impact on you and your portfolio.

How U.S. Open Winners and Successful Investors Manage Their Risks

How U.S. Open Winners and Successful Investors Manage Their Risks

Back in 2006, during the U.S. Open’s final day of play, Phil Mickelson stood on the 18th tee at Winged Foot Golf Club with a one-stroke lead over Geoff Ogilvy, giving him an opportunity to capture his first victory in that prestigious tournament. After a wayward tee shot, Phil, who is known for his risky […]

Market Peaks - The Intersection of Paralysis, (Over)Confidence and Complacency

Market Peaks – The Intersection of Paralysis, (Over)Confidence and Complacency

On a recent trip to Park City, Utah, we ventured over to the most intimidating ski terrain I have ever been to – Snowbird Resort. The mountain is littered with steep grades and cliffs, exposed rock, narrow cat tracks and some of the highest ski lifts I have ever been on. If you take any […]

The Easiest Way to Reduce Financial Stress and Drop Your Handicap

The Easiest Way to Reduce Financial Stress and Drop Your Handicap

Last year Rory McIlroy finished in the top 10 in 12 of 17 events and won 2 Major Championships establishing himself as a legend in the making. Those who have had the privilege of watching Rory play in person notice what an incredible ball striker he is and immediately fall in love with the distinct […]

The Art of Winning Ugly in Golf and Finance

The Art of Winning Ugly in Golf and Finance

“Good golfers, I think, have to get over the notion that they only want to win by hitting perfect shots. They have to learn to enjoy winning ugly. And that entails acceptance of all the shots they hit, not just the good ones.”  – Bob Rotella, “Golf is Not a Game of Perfect” I am unable […]

Winter 2015 Newsletter and Q4 2014 Reports

Last week, we mailed out our investment reports for the fourth quarter of 2014 along with a copy of our winter 2015 newsletter. An electronic copy of the newsletter is available for download here. We included a one-page flyer in your reports package relating to an open house we are having on February 12th from 4-7pm. […]

This Holiday Season, Ignore the Relatives

‘Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We reconnect with the family members we see frequently and long-lost relatives alike. Reliability has become an evasive quality in today’s busy world. In the craziness and uncertainty of our day-to-day lives, we […]