Are you ready for the big game? Super Bowl 50. The seasoned star, Peyton Manning, in what could be his final game, versus the new star, Cam Newton. The only improvement from my New England perspective would be watching our Patriots this Sunday, but I am sure I will enjoy the excitment on the field … More Don’t Let Your Portfolio Get Sacked
The title of this blog is taken from the “This Is Your Brain On Drugs” (see Brain On Drugs below) public service announcement (PSA) that was run by the Partnership for a Drug-Free America in the 1980s. The video shows a man talking about the dangers of drugs. He holds up an egg and says, “This is your … More Your Brain On The Stock Market
What Do Clients Really Value The Most? When I started my own firm almost four years ago, I spent a lot time asking myself and my fellow colleagues what clients really value the most. During conversations that I had with many wealthy individuals and investment professionals, I was routinely reminded of the following comment from … More Transparency, Simplicity, Peace of Mind ®
My firm, Fiduciary Wealth Partners, continues to grow and we continue to post our ideas at our blog, which can be found at the following link: Fiduciary Ideas Recently, Trust & Estates magazine and WealthManagement.com added me as a contributor and, in their most recent September 2015 hard copy issue, published my article titled, Are … More Trust and Estates Magazine – WealthManagement.com
Over the past few weeks, I have added a few new posts to our Fiduciary Wealth Partners website. I thank everyone for all the good comments and the many likes, forwards and postings on other websites and social media, such as LinkedIn and Twitter. Below is a list of our most recent fiduciary ideas. Click … More Fiduciary Ideas – Special Thanks to IRIS
At the end of 2011, I founded SJM Fiduciary Advisors. The firm was named after my family, “S” for my wife Susan, “J” for my son Jack and “M” for my daughter Meghan. I told Susan that, in starting the firm, I wanted to build something special that could flourish by striving always to do … More About Fiduciary Wealth Partners
I hope this finds everyone well. I have been meaning to post this for over a week now but I have been out with a little back surgery. All is well though and it has given me plenty of downtime to think outside the box a little and develop a few new thoughts and questions. … More Consensus Recommendations Points to More Flows to European Equities – Should Consensus and Flows Be Followed?
At lunchtime yesterday, I was fortunate to hear Chair Janet Yellen speak at the Economic Club of New York. Much is in the paper about her talk and I have seen quite a few posts on the internet. I am not a Federal Reserve (Fed) commentator by any standard, but I did want to at … More Chair Yellen – Direct and Clear – Risks of Not Meeting Inflation Targets Are Higher Than Exceeding Them
For those who have read my past blogs, you know by now that I like to explore the road less traveled and have a contrarian streak. My kids also know this. I often tell them, “don’t be a sheep.” When I hear people talk about market outcomes as if they are self-evident, I feel the … More Consensus Points to Slower Growth – Is This a Signal to Buy?