Anticipating the next recession: market timing is hard

Anticipating the next recession: market timing is hard

Speculation about the next recession is rising as the following articles suggest. 7 Smart Market Thinkers Predict When The Next Recession Will Start....

The Golden Ticket Trap

In a popular children’s story, the young hero pins all his hopes on finding one of a handful of “golden tickets” hidden among millions...
Rebalancing during “traumatic market events”- the whole or half the story?

Rebalancing during “traumatic market events”- the whole or half the story?

At a recent Fortune 200 Ernst and Young (E&Y) workshop for employees (and spouses, such as myself), the presenter recommended maintaining an asset allocation...
Venezuela: A Vacation Enjoyed Though Hugo Chavez Always in the Background

Venezuela: A Vacation Enjoyed Though Hugo Chavez Always in the Background

Parallel to the fascinating economic landscape of Venezuela are physical beauty, friendly people, and delicious food. However, State Department travel warnings about the prevalence...

Six Insights from Warren Buffett (plus a couple of caveats)

Warren Buffett’s annual Berkshire Hathaway shareholder letter provides insight into investment strategy worthy of consideration by all investors. This year’s letter, celebrating the 50th...
Financial Crisis 10 Years after: Lessons to Remember

Financial Crisis 10 Years after: Lessons to Remember

Early October 2007 marks the 10-year anniversary of the S&P 500 reaching a high point. It then lost more than half its value during...

Investment Lessons from 2017 Mutual Fund Track Record Report

Investors should be aware of the poor collective performance of U.S.-based mutual fund managers actively picking stocks and bonds. This conclusion is clear in...

Executive Producer of The Big Bang Theory shares his investment perspective after...

Now and Then By Dave Goetsch Dave Goetsch, Executive Producer of The Big Bang Theory, reflects on his investment experience in the recent...