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Peloton 2013 Q3 Recap

It might surprise even the most “plugged-in” investor to learn that the S&P 500 has gained roughly 20% through three quarters of 2013. Plenty of worries could have quashed this rally at various times throughout the year, but stocks have remained extremely...

2013 Q4 Whitepaper

KEY ELEMENTS OF OUR INVESTMENT APPROACH / When Timing Isn't Everything: The Folly of Market Timing Many of us remember going to batting cages as kids. Oftentimes, the cages would vary with respect to how fast the pitches would come, with the fastest of the cages...

Of Golf and Taxes

Nobody likes paying taxes, but most Americans have gotten used to the idea expressed in the famous old maxim: “The only things in life that are guaranteed are death and taxes.”  We might all be a little less resigned about the subject if the only guarantee in life was...

Right Problem, Wrong Solution

Every 18 months or so, Burton Malkiel writes an article on investment costs for the Wall Street Journal.  He’s done it again with May 29th’s You’re Paying Too Much for Investment Help.  You have to hand it to the guy – he really stays on point.  Actually, so much so...

Why We Like Housing

When it comes to assigning blame for the great housing bubble of the last decade, the debate is far from settled and, like the long-running argument about the antecedents of the Great Depression, it may never be.  One summary most can agree on, though, is this: too...

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