“DIVERSIFICATION MEANS ALWAYS HAVING TO SAY YOU’RE SORRY” -Brian Portnoy This is one of my favorite investment quotes, and while I’m not sure who said it first, I am going to give Brian Portnoy credit since I read it in an article he wrote back in early 2015 (link below). As I prepare for upcoming meetings with clients, I can’t…
Month: December 2016
All-Time Market Highs: A Great Time for a Reminder
Exactly one month ago the fate of the United States was being decided, and initially the U.S. markets were pissed. The overnight futures signaled a bloodbath in the markets at the open; it was so negative, I did something I never do: I wrote a post in response to short term market activity. But then the unthinkable happened–the futures recovered, and the…
The Right Type of Relationship with Your Financial Advisor
Recently, Barry Ritholtz wrote an article for The Washington Post that asked a simple question, “Do you need a financial advisor?” I am an avid reader of Barry’s blog (The Big Picture), along with his writings for The Washington Post, Bloomberg and other publications. I’m also a huge fan of what he and his colleagues are doing in the field…