Chalk Talk: March 2016

“An investment in knowledge pays the best interest.” – Benjamin Franklin I just read an article reporting the fact that in 2015, the largest 600 or so U.S. banks generated $11.6 billion in overdraft fees, which amounted to 8% of their total profit in the consumer deposit business! This is a fairly large transfer of […]
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Chalk Talk: January 2016

“When humans estimate the likelihood or frequency of an event, we make that judgement based not on how often the event has actually occurred, but on how vivid the past examples are.” – Benjamin Graham As 2016 kicks off, no doubt you have been barraged with the big headlines, highlighting a 6% first week decline […]
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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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