Articles

Keep Calm And Step Forward

A good friend, Sherman Doll, related the following story. Sherman has been a two-line sport kite flier for years. While not a pro, he has learned a few tricks from observing the flying behavior of these kites. He told me that one of the most difficult skills for beginners to master is what to do …Read More.

What Warren Buffett Isn’t Doing

Huffington Post

I don’t know Warren Buffett. I didn’t interview him for this article. But I’m pretty sure I know what he isn’t doing to cope with the worst first four trading days in history for the S&P 500 index to begin a calendar year. Buffett isn’t listening to pundits on TV The financial media loves market …Read More.

High Yield Rewards Underwhelming

Investors have now been faced with a long period of very low yields on high-quality bonds. As a result, and as a consequence of the Federal Reserve’s easy monetary policy, many investors have chosen to pursue higher yields by taking credit risk. This has occurred despite historical evidence that only a very small default premium …Read More.

Avoid Investment Depression

As the holidays conclude and the calendar turns into a new year, depression can become an all-too-real possibility. After all, the daylight hours are shorter, and what seems like the longest and coldest (at least in some places) stretch of winter is still ahead. It’s a common time of year for depression, which is frequently …Read More.

A Look at Equity Performance in 2015

We just completed the second consecutive year where U.S. large-cap stocks outperformed most other asset classes, including U.S. small stocks, U.S. value stocks and international stocks. This development has led some investors to wonder whether diversification still works. We believe diversification should remain an essential part of a well-devised, long-term investment plan, and that investors …Read More.

The Core of Wall Street Is Rotten

Huffington Post

I remember feeling repulsed when I first read that Martin Shkreli, CEO of Turing Pharmaceuticals, raised the price of its proprietary drug, Daraprim, by 5,000 percent. This increase caused the price of each pill to go from $13.50 to $750. At the time, I did some research on the disease that Daraprim is prescribed to …Read More.

The Truth About Credit Premiums

Interest rates, which have sat at or near historical lows during the past seven years, have led many investors to seek additional yield in the form of credit risk. The recent trend, and its popularity, gives us an opportunity to determine if this risk historically has been rewarded by examining the credit risk premium in …Read More.

Putting a Price on Fun

New York Times

A few years ago, my wife and I considered buying a boat. We both grew up water-skiing on the lakes here in Utah, and some of my best memories involve being on the water. I was talking about this with my friend Eric, because he has a boat, and he introduced me to his “cost …Read More.

Beware The Recency Pitfall

“Recency” can be described as the tendency to overweight recent events or trends and ignore the long-term evidence. It’s one of the more common and costly behavioral mistakes that individual investors can make, often leading them to buy high and sell low. Clearly, this represents a major problem, as such behavior is exactly opposite of …Read More.

The Secret Wall Street Doesn’t Want You to Know

I am not endorsing any political views, but I did note an observation made by Bernie Sanders in the recent Democratic presidential primary debate. He stated that Wall Street’s “business model is greed and fraud.” There’s a lot of data supporting that view. A history of unethical conduct The Securities and Exchange Commission (SEC) compiled …Read More.



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