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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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Chalk Talk: August 2016

 “Making a living based primarily on commissions doesn’t make someone a bad person, but it does make them a salesperson.” – Tony Isola Just think about it… Consider those who sell newsletters and magazines with stock tips, how to get rich flipping real estate; or tried and true trading techniques. If any of these purveyors […]
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Chalk Talk: June 2016

 “I’ve never met a backtest I didn’t like.” – William Sharpe Most people approaching or already in retirement have a desire for their investment portfolio to do three things, almost without exception: 1. Generate income to supplement other sources of cash flow such as pensions and social security 2. Grow over time to outpace inflation 3. […]
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