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 first five years as a stock broker (now I own my own asset management shop) I really didn’t know as much as I thought I did about the capital markets and after ten years in the business I figured out that I was still just a neophyte.  Ten years into my career the tech wreck that started in March of 2000 was well underway.  I can make a case that the bear was actually born in April of 1998 but that’s a sto...

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Investment Playbook - October 2019

October 1, 2019

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May 15, 2018

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