As long term investors, which most of our clients are, the goal is to buy high quality equity investments and hold onto those investments

According to Investopedia “The basic efficient market hypothesis posits that the market cannot be beaten because it incorporates all

The reason for the complacency about the national debt can it part be attributed to an Australian economist named Bill Mitchell. In 1990, M

This post is a synopsis of our 'fearless outlook' for the US Equity Markets in 2019.

I’ve been at the business of investing money for clients and myself for 27 years - almost to the day. I didn’t know it then but after my...

A well constructed bond portfolio can stand-alone as a total portfolio or as part of a broader asset allocation strategy. There are many...

In today’s low return environment, investors are scrambling to find higher yielding investments in order to fund future or a current...

It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. -Mark Twain I recently got...

Whether your game is growth or value, momentum, low volatility or indexing, strategies with strong academic underpinnings generally work...

Some years back I used to enjoy reading a research report that was published periodically by Credit Suisse called “Better than Bonds”. ...

It’s been well publicized that the month of January 2016 was not the worst January in history for US equities - it was the second worst. ...

Nobody can predict the future with absolute certainty – nobody. However, in this business, we deal in probabilities, then we monitor and...

I can’t remember when I first heard the phrase that is the title of this article. But I’m fairly certain it’s been around for a while...

I started my career on The Street of Dreams in October of 1991 as a stock broker with one of those many great regional brokerage firms...

…..is missing the point altogether. I’m very well aware of what many studies say but I don’t think those studies adequately address the...

Since a bond is by definition a loan to an entity such as a government (U.S., agency or foreign), a corporation or a municipality,...

Every good stock investor that I have ever met has some methodical, well thought out system for risk management that he or she can...

It’s taken me awhile to get here but I do believe that the Great Recession caused by the housing crisis of 2007 - 2009 is behind us and a...

If you think dividends are boring, think again. According to Stocks for the Long Run, by Jeremy Siegel, about two thirds of the real...

by James B. Tharin, CFA Over the years we’ve learned that there is no silver bullet to investing. If you are in this business long...