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Jun

23

2017
Financial Planning: As Easy as Riding a Bike

Financial Planning: As Easy as Riding a Bike

With the end of school, our family has had much more time to spend outside.  My daughter in particular has had time to work on her bike riding skills.  Helping her through this process, it strikes me that it is similar to financial planning for many people. I told my daughter it was time for her to ride without training wheels. Her excitement showed in...

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May

26

2017
Using the Fear Gauge

Using the Fear Gauge

What if there was a way to measure expectations of variance in the market? What if we could measure how investors attitudes are based on current market conditions?  It would be pretty handy if we had a way to determine what the “temperament” of the market is.  While we don’t have the ability to survey all investor’s feelings, we can use a proxy based on the...

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Mar

10

2017
Freedom concept. Escaping from the cage

Measuring True Wealth

True Wealth is a concept that we discuss at the office periodically.  Really when it comes down to it, is one of our core philosophies as money managers.  Now I’m not talking about just having a lot of money.  This may or may not play into it, but it is really more along the lines of an overall money management philosophy.  It is very possible...

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