A client brought up the concept of being too diversified recently, and it gave me pause. My initial reaction was that there is no such thing . Diversification is a good thing. It allows you to minimize risks inherent in individual investments (co…
A client brought up the concept of being too diversified recently, and it gave me pause. My initial reaction was that there is no such thing . Diversification is a good thing. It allows you to minimize risks inherent in individual investments (company…
WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor…
Now that the election is over, people are trying to sort out where to go from here. Donald Trump was not expected to win, and this has caused massive uncertainty…
Few things are more thrilling for investors than finding out a highly successful company is about to hold an Initial Public Offering (IPO). Simple rumors seem to push them into…
It’s time for your regularly scheduled reminder that the vast majority of Americans are not going to be ready for retirement. I don’t mean they’re not adequately preparing. Most people just…
Taxes are no fun. Everyone has that accountant friend who really likes the intricacies of the tax code (ok, maybe that’s just us…), but most people want to avoid taxes as…
Most people know what Certificates of Deposit (CDs) are. You buy one for a number of years, then at the end, the bank gives you your money back plus a…
We get a lot of questions from clients and non-clients about what Medicare is and what it covers. Here are our answers to the Medicare questions we get the most. …
To a lot of people, hedge funds seem like the VIP room of investing. They are the high flying stars of the investment world, and they can easily get the…
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