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Scar Tissue

This week in the financial media, there have been many articles and stories written about the 10th anniversary of the financial crisis of 2008. The bankruptcy of Lehman Brothers, the sale of Bear Sterns to JP Morgan and the near collapse of the U.S. financial system...

Mistakes Were Made

While I was traveling last week on vacation, I read Michael Batnick’s latest book Big Mistakes: The Best Investors and Their Worst Investments. So often, when we think of great investors, athletes and leaders, we tend to define them by how successful they are. Many...

Investing for All Seasons

So often in our industry, we hear and read about different trends taking place in the market, at different times, creating seasonal investing. In the 1960’s, it was the “Nifty Fifty” blue chip stocks. In the 1990’s it was the tech boom. And in the last few years,...

Investing in Women

Why you should be investing in women... Today is International Women’s Day and it made me think of a very interesting article I came across from Bloomberg Gadfly titled “The Next Warren Buffett Will Be a Woman”. Some of the arguments include: A 2010 study by Vanguard...

What is Risk?

You can do a quick search on Google and find the definition of risk as “a situation involving exposure to danger.” With the recent volatility in the stock markets, we hear and read headlines that would make you think the world is coming to an end. I think the reason...

An Easy Way to Give Back

Creating a donor advised fund can be the perfect way to give back to charities. About five years ago, “Giving Tuesday” was created and is celebrated the first Tuesday after Thanksgiving. This day celebrates and encourages giving in both monetary and non-monetary ways....