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Q2 2014 401(k) Plan Participant Letter

Q2 2014 401(k) Plan Participant Letter

JP Morgan once was asked his opinion on stock prices, and he famously replied, They will fluctuate.But US stocks haven't experienced even a 10% correction in 3 years. Thats unusual but not unheard of.

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Client Letter January 2014

Client Letter January 2014

Last week the Boston Globe ran an article with this headline:  An Easy Year for Investors, 2014 to be More DifficultReally?  We all accept how difficult it is to predict markets, not that pundits don’t keep trying, but how difficult can it be to recount the past accurately?

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Q1 2014 401(k) Plan Participant Letter

Q1 2014 401(k) Plan Participant Letter

 After a frosty January, the S&P 500 and the eponymous Van- guard 500 Index Fund warmed up to finish the first quarter with a middling gain of 1.8%.

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"The Investment Answer" Notes

"The Investment Answer" Notes

These are notes from the book I wish I’d written. It pretty much says it all. The path of the author, Gordon Murray, mirrors my own high-flying experience on Wall Street and subsequent epiphany about the right way for individual investors to find investment success.  

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" The Intelligent Asset Allocator" by William Bernstein notes

" The Intelligent Asset Allocator" by William Bernstein notes

William Bernstein applies Ben Graham's concepts to the subject of asset allocation -- the key to risk management and long-term investment success.

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