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July 26, 2017

Chalk Talk: Owning Future Winners (Yes, and Losers Too)

 “Avoid acting on what may appear to be unique insights that are in fact shared by millions of others.” – Jack Bogle Like Comparing Fresh Apples to Orange Preserves We talks a lot around here about the benefits of diversification in an investment portfolio. When properly constructed, diversified investments can provide some insulation against severe […]
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June 29, 2017

Coach’s Corner: Defining the Role of a Custodian

What is a Custodian? Meghan Tait breaks down the role of a custodian and highlights the safety features of the Customer Protection Rule   Learn more about The Customer Protection Rule Watch more discussions at the Coach’s Corner on YouTube! “Defining the Role of a Custodian”, Hosted by Meghan Tait, Filmed May 31, 2017; This is video […]
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June 13, 2017

Coach’s Corner: The Stable of Advisors

Don’t put all of your eggs into one basket. Challenging this notion, Jeff Mastronardo highlights the potential benefits of hiring only one Financial Advisor/Firm to manage all retirement assets.   Download The Advisor Assignment A free guide with resources for verifying credentials and tips on performing research before hiring a financial services professional. Watch more […]
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top plays

June 14, 2018

Top Plays

  “Have you ever thought to yourself in the midst of a traffic jam: There better be an accident up there or this is ridiculous.” When it comes to the ups-and-downs of the Markets, simply sitting in traffic can teach us a lot about why, as humans, we’re often blindly inclined to loss aversion behavior. […]
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October 17, 2017

Top Plays

  “[Jimmy] Iovine has said that he hid his first gold record in his basement because it was about past achievements, not future goals. …[Iovine and Dr. Dre] refuse to get sentimental or boastful and instead devote themselves to the present and how that will impact the future.” Some lessons to be learned from Jimmy […]
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July 24, 2017

Top Plays

“The surest way to go broke in America today is to get sick. And the surest way to understand the breakdown of trust in America is to study the business of healthcare…” In her book, An American Sickness: How Healthcare Became Big Business and How You Can Take it Back, Dr. Elizabeth Rosenthal details what […]
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