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Chalk Talk: November 2015

“Don’t just do something. Stand there!” – Jack Bogle During periods of market turmoil, we are often asked questions from our clients and acquaintances…  “So what are you doing in client portfolios in response to this crazy market?”   In the world of investments, there are plenty of “tactical” strategies that are designed and sold on […]
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Chalk Talk: August 2015

“It’s not what you don’t know that gets you in trouble. It’s what you know for certain that just ain’t so.” – Mark Twain We’re big believers in the notion that avoiding bad behavior will dictate long term investing success,and that managing behavior during volatile periods can be at once the biggest challenge and the […]
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Chalk Talk: April 2015

“None of my clients are taxable. Once you introduce taxes, active management probably has an insurmountable hurdle.” – Ted Aronson, Aronson & Partners As we conclude another tax season, we believe it is appropriate to reiterate one of Financial Coach’s Pillars of Investment Philosophy, Tax and Cost management.  For investors with taxable accounts, that is, […]
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