October 2, 2018


Forgive me for the drama – but as an financial advisor, I recallSept, 2008 very clearly and during that time and the following year we were in a period few investors and advisors ever experience. It was, in a single word, terrifying. Now, 10 years later, it’s additional proof. Proof markets recover, proof that faith in the market is appropriate.

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Investing’s greatest myth

June 19, 2018

Full disclosure – I have no way of truly confirming this is investing’s greatest myth but I certainly see a lot of financial press coverage of this area and an implications the myth exists and is widely believed.  The myth is that stock market returns correlate to the growth or decline of the economy.  Other than over very long time horizons this is completely false.  This article dispels the myth based on a historical review of GDP (Gross Domestic Product) and stock market growth in the US.


“One thing I love about customers is that they are divinely discontent.
Their expectations are never static – they go up!”

Jeff Bezos

founder of Amazon ~

A Tool that Doesn’t work

March 15, 2017

There is one tool constantly discussed and reported on in the financial press that you may be surprised actually doesn’t work all that well when it comes to long term investing It’s called economic forecasting.

John Kenneth Galbraith was a Harvard economist that after years of study concluded, “The only function of economic forecasting is to make astrology look respectable.”

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