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
My family and I are fortunate enough to be spending time again at our place on Martha’s Vineyard. Unfortunately, our morning walks continue to be spoiled by trash (by the way, mainly balloons – they do not create a happy birthday for the sea – more on this some day). Below is a picture from … More Lovely Walk Spoiled
I hope this finds all well and enjoying a nice July 4th holiday! SJM (my family) is spending time at the beach, and J&S (Jack and Meghan) have been concerned about the amount of trash we find in the sand every morning (on a beach that a few years ago for was trash free) and … More Clean Up Oceans
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
An article in the NY Times titled “The Oracle of Omaha, Lately Looking a Bit Ordinary”, got me thinking. Are the words in the image above what really adds value to relationships? The NY Times story, by Jeff Sommer, highlights research by Salil Mehta, on his blog Statistical Ideas, about the virtues of index investing. … More Are We Spending Too Much Time Selling Alpha?
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?
I hope this finds everyone having had a great Summer. All has been well at SJM Fiduciary and with SJM (Susan, Jack and Meghan). I have been taking the opportunity over the past few months to visit with clients and key members of the community, grow the business and increase resources and, yes, take some … More 10 Rules / Thoughts to Consider
As I write this, those of us in the Northeastern part of the U.S. have enjoyed what has been a glorious holiday weekend outside. For those in other areas, I hope you have also had a nice time with family and/or friends. Unfortunately, the past few weeks have not been such a pretty place for … More Planning For What We Can Control