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July 25, 2017
What if Rip Van Winkle Invested in the U.S. Stock Market?

By Sheldon P. McFarland

This is an updated version of our August 2014 Portfolio Perspectives. Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic. The main character, Rip, is a simp... Read more

Behavioral Finance / Investing / Portfolio Management

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May 11, 2017
Putting All Your Eggs in Many Baskets — The Power of Diversification

By Sheldon P. McFarland

This blog is from our May issue of Portfolio Perspectives.   “Don’t put all of your eggs in one basket.”   You’ve probably heard this old saying used on more than one occasion to emphas... Read more

Portfolio Management

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April 13, 2017
How Skydiving Can Help Explain Investment Risk

By Sheldon P. McFarland

This blog is from the April issue of Portfolio Perspectives.   What can skydiving teach us about investing? It teaches about risk and reward, and can give you a perspective on risk that may... Read more

Client Ready / Investing / Portfolio Management

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February 14, 2017
3 Reasons Investors Should Update Their Investment Policy Statement

By Sheldon P. McFarland

Just as regular health checkups with a qualified physician are an important proactive step to maintaining your physical health, regular financial checkups with an experienced financial advisor... Read more

Client Ready / Investing

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December 15, 2016
Follow a Forecaster or Flip a Coin?

By Sheldon P. McFarland

This blog was originally published in December, 2014   Do you have a favorite forecaster? If so, when is the last time you checked his or her track record? You probably should because resear... Read more

Behavior Management / Investment Management

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September 20, 2016
Could You Be Your Own Worst Enemy?

By Sheldon P. McFarland

This blog is from the September issue of Portfolio Perspectives.   “The investor’s chief problem — and even his worst enemy — is likely to be himself.”   — Benjamin Graham, The Intellig... Read more

Behavior Management / Client Ready

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June 2, 2016
What Many Investors Get Wrong About “Average Returns”

By Sheldon P. McFarland

This blog is from the June issue of Portfolio Perspectives.   You come to the edge of a fast-flowing river and want to get to the other side. You read the sign conspicuously posted at the wa... Read more

Client Ready

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May 26, 2016
A Different Way to Look at Your Morning Coffee

By Sheldon P. McFarland

We hear a lot of talk these days about what isn’t working in our country, and how to fix it. But let’s take a break from all the political drama and remind ourselves about what is working: Capita... Read more

Client Ready / Investing

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May 3, 2016
The Effect of Diversification

By Sheldon P. McFarland

This blog is from the May issue of Portfolio Perspectives.   “Don’t put all of your eggs in one basket.”   You’ve probably heard this old saying used on more than one occasion to emphas... Read more

Client Ready / Investment Management / Portfolio Management

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March 31, 2016
What Can We Learn from A Supermodel about International Investing?

By Sheldon P. McFarland

This blog is from the April issue of Portfolio Perspectives.   What happens when supermodels are unhappy with the dollar? They demand payment in euros, or at least that was the case in Augus... Read more

Client Ready / Investment Management

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