News & Events

I got my MBA at Carnegie Mellon University back when it was Carnegie Institute of Technology, and the MBA was called a Master of Science in Industrial...

Return on Investment

Investing Tips We Can Learn...

In my opinion Modern Portfolio Theory is a Potemkin Village. What does that mean? In the 1700s Catherine the Great, ruler of Russia, invited a number...

The Truth about the Commodities...

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...

Mute the T.V.

As of January 14, the stock market had its worst start in history. Are we headed to another 2008? NO! In fact, I believe we will probably see a decent...

Return on Investment

Common Mistakes New Investors Make

Imagine you are invited to play a game. You are given $20,000, and can bet $1,000, you win based on the flip of a coin. Heads, you would win $1,500;...

January 2016

The outlook and predictions for 2016 are, frankly, awful. Between oil prices dropping, China’s repeated troubles, and the market opening only to...

Chinese Mercantilism and Yuan Devaluation

Only 40 years ago, China was an agricultural nation, and yet in what seems like no time at all they have become the world’s second largest economy �...

Return on Investment

Conferences and Comparative Money Making

Every year, I go to several investor conferences with 2,000 to 3,000 of my closest friends. Each conference has companies who underwrite part of the...

401ks

Lessons Investment Advisers Need to...

On May 1st, 1975 the government deregulated fixed commissions in the brokerage industry. At the time, I don’t believe many in the industry would...

401ks

We’re Getting Old

In 1965, a Frenchman by the name of Andre-Francois Raffray thought he had made a very good deal; he had purchased an apartment from an elderly widow...