I grew up in Queens, New York. From an early age, I learned a powerful financial principle — and saw that simple concept can make all the difference in lifetime financial success. No matter how [...]
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an [...]
Early October marks the 10-year anniversary of the S&P 500 Index reaching its all-time high before losing more than half its value over the next year and a half during the global financial [...]
In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not [...]
This article was featured in the Personal Finance section of the El Nuevo Herald on Sunday, January 17, 2016. The link to the published article can be found at the bottom of this post. A [...]
Some time ago, several of our clients sent us this article from the New York Times. It is one that has become timeless and I thought I would share it with you. The article discusses how we as [...]
Imagine driving on the highway when suddenly, a light illuminates the dashboard indicating that something is wrong; it’s time to bring your vehicle in for servicing. Initially, some may pretend [...]
It’s easy to get excited when we see large lotto jackpots, but what would you do with that money? Everyone has a quick answer: pay off the mortgage, buy a new car, travel the world, become a [...]
