News & Events

The New Year is traditionally a time for self-reflection and New Year resolutions: You’re going go on more walks, lose some weight, cook more, and...

Trump Trade War

These last few weeks have been a roller coaster, no matter who you voted for. You may be surprised to know that the DOW doesn’t reflect this. On...

Mile High View

Inflation to Escape Depression

Howard Marks, investor and writer, said “you can’t predict but you can prepare.” So, today I’m taking a mile-high view of the supercycle (what...

The History of Crowdfunding

In 1958, Harvard economist John Kenneth Galbraith published The Affluent Society, in which he outlined his belief that the US had reached the pinnacle...

Mile High View

The Myth of Excellence –...

I’ve been talking about how companies are seeing their lifespans shrinking – particularly how short the lifecycles of companies in the S&P500...

Mile High View

The Myth of Excellence –...

Buy and Hold was (and sometimes still is) a strategy to find great companies: purchase their stock and put it away to hold for decades. I still...

Brexit

The news that overhangs the markets is Brexit – the UK voted to leave the European Union. While I believe that this was a very short-sighted...

401ks

What’s A Fiduciary?

Recently, British comedian John Oliver’s show Last Week Tonight put out a flooring (and very entertaining) look at the retirement industry. I spent...

The Market Is Flat

There has been no new market high since May 21st, 2015. That’s a reality that has some investors panicking; some are even dubbing this the �...

Oil and Commodities Drop

2016 has been off to a rough start – in fact it is the worst start in history – and for many, 2016 is stirring up memories of 2008. I believe that...