What if Rip Van Winkle Invested in the U.S. Stock Market?
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
Putting All Your Eggs in Many Baskets — The Power of Diversification
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
How Skydiving Can Help Explain Investment Risk
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
3 Reasons Investors Should Update Their Investment Policy Statement
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
Follow a Forecaster or Flip a Coin?
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
Could You Be Your Own Worst Enemy?
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
What Many Investors Get Wrong About “Average Returns”
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
A Different Way to Look at Your Morning Coffee
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
The Effect of Diversification
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
What Can We Learn from A Supermodel about International Investing?
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