Market Education

Resources and information to help guide your decision making and grow your knowledge base.

Investor Insight
  • With stocks coming off their worst decade ever and the risk of recession rising, I’ve had many people ask me if it’s time to abandon stocks.  While this feels like the right thing to do, don’t do it!  Why? The greatest risk most people face is outliving their assets, and......

Investment Performance
  • The bottom line up front: Nobody knows anything. The smartest people who work in the motion picture industry do not know for certain what’s going to be a hit or a flop. “Every time out it’s a guess and, if you’re lucky, an educated one,” wrote William Goldman in “Adventures......

Whitepapers
  • A few people have recently expressed concerns to us about market volatility and where the economy is heading. Other people have asked us what options are available to help drive portfolio returns in the midst of such low yields on bonds (the two year Treasury yield recently hit its lowest......

Interviews and Media
  • This 2010 conversation with a long-term client about changing his community seems especially helpful today so we’ve reprinted it here: Mark, what makes “changing your community” so important to you?  Should it be important to all of us and if so, why? We live in an imperfect world.  I believe that......

Stock Research and Opinions
  • A bit of stock market history is expected to unfold this week when the Chinese, internet commerce company Alibaba begins trading on the New York Stock Exchange. As initial public offerings go, this one is as big as they get with pricing set to raise more than $24 billion for......