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Spiritus Animalis

“Identified in the 1930s by John Maynard Keynes as an important economic driver, he said an eruption of ‘animal spirits’ could start a virtuous circle of entrepreneurial risk-taking and investment- and further lift equities.”  – Financial Times lexicon When Keynes’ “animal spirits” theory made its first appearance in...

In the Sea of Sameness

In the sea of sameness set yourself apart and say something different. In an industry full of copycat products and similar solutions (albeit with different color schemes and logos affixed to the top of the proposals and marketing materials) consider offering something uncommon….. real value. We are open...

Le’Freak le Chic’ – Fiduciary Freak Out?

It seems like every other day there’s another article published about the impact of the DOL Fiduciary rule. These articles vary from “interesting new perspectives,” to “if this Broker Dealer is going fee-only,” “that Broker Dealer is going commission only” and every angle between. It seems everyone wants...

High Anxiety Over High Equity Valuations?

“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” — Sir John Templeton With most major domestic stock market indices rallying sharply post-election, it’s natural for investors to question how long this rally can last – particularly when it occurs near...

Don’t Wait, Communicate (In Writing)

As an advisor, I often meet with clients who are building, or have managed to build, an adequate investment portfolio to meet their retirement and other objectives. Of course, like many people, they regularly monitor their portfolio performance and want to talk about how the ups and downs...

Trending Not Timing

Interest rates are finally moving higher.  After leaving rates unchanged from 2008 to 2015, the Fed’s Open Markets Committee (FOMC) has used its December meeting to raise short-term rates for two years in a row.   From a low range of 0% – 0.25%, the Fed funds target now...