Portfolio Envy – Size Does Matter

While Freud’s 1908 theory of penis envy has been wrought with controversy, financial sciences have clearly demonstrated that when it comes to money management, most men should have a serious … Read more

Posted on July 6, 2012 by

Sell in May and the London whale

I was in a great debate with a mathematician who builds algorithms for a multibillion-dollar hedge fund. He was adamant that his market timing and stock picking algorithms did better than … Read more

Posted on May 18, 2012 by

Confessions of a Former Stockaholic

Several years ago, our firm retained Miller McMillian, a copywriter, to help us with our website. Little did we know, he began investing using the methods we’ve been espousing in … Read more

Posted on January 20, 2012 by

Free Your Portfolio By Freeing Your Mind

“Free your mind” These words from the cult classic, The Matrix, were spoken by Morpheus in an attempt to guide the newly delivered Neo away from the deception of the … Read more

Posted on January 13, 2012 by

How to Manage Your Investment Anxiety

As uncouth as it may be, worrying about one’s investments seems to be the order of the day. And it’s no wonder. As the markets careen to and fro, publications … Read more

Posted on August 26, 2011 by

Investment Secrets: How to Worry More and Make Less

We all love stories in which failure breeds success: Michael Jordan being cut from his high school basketball team, Thomas Edison being told by a teacher that he was too … Read more

Posted on July 15, 2011 by

Managing Your Portfolio By Managing Your Mind

You might be familiar with Homer’s epic tale of Ulysses and the Sirens. The mythical Sirens lived on rocky islands in the middle of the sea where they sang such … Read more

Posted on July 1, 2011 by

Are You Afraid Of Money?

It seems there’s a new medical condition introduced every week. Did you know there’s even a condition related to the fear of money? “Chrematophobia” is the abnormal and persistent fear … Read more

Posted on June 16, 2011 by

Analysis Paralysis: 3 Ways Investors Can Break Free

Since March 2, 2009, a significant investor demographic has sat frozen on the sidelines while the S&P 500 has soared skyward by more than 95 percent. To get a sense … Read more

Posted on February 28, 2011 by

Retirement’s New Normal

The Great Recession has caused many to rethink their retirement plans. According to TIAA-CREF, the economic downturn has caused 37 percent of Americans to put off retirement. With nest eggs … Read more

Posted on February 15, 2011 by