Don’t Get Blindsided – Super Bowl Version LIII

Tips Direct from the NFL The past few years, I’ve written Super Bowl posts about the emotions of big financial market games often getting the best of investors (click here for last year’s version). This year, I was fortunate enough to collaborate with Jeff Locke, who has been a punter in the NFL since 2013 … More Don’t Get Blindsided – Super Bowl Version LIII

Outperformance in Down Markets 100% of the Time?

Yes, this title is a little click-baitish, but with all the other crazy headlines floating around I figured I’d throw out this provoking question. I didn’t make it up, however. How one could have outperformed “100% of the time” in the “longest” bear markets was detailed in a report published by a well-respected research center … More Outperformance in Down Markets 100% of the Time?

Holiday Colors

Try to stay focused on your goals and the often rewarding long-term green versus short-term red. On my way to the office this morning, I noticed many holiday decorations in red and green. They always bring me joy and I stopped to take the picture at the top of this post. Unfortunately, in the financial … More Holiday Colors

The Normal

Stocks Are Risky – This is Not the New Normal, It is The Normal The Dow Jones Industrial Average (DJIA) has dropped hundreds of points and has recently created alarming news headlines. This has not made any investor that I know feel good, but was this “The Normal?” Yes, this is a reference to “The … More The Normal

April Fool’s Day Forecasts?

Are Wall Street, and even Federal Reserve, forecasts often about as accurate as April Fool’s Day jokes? Unfortunately, yes, sometimes the might make you smile. This week I was fortunate enough to attend a private reception and then a lunch with Janet Yellen at the Economic Club of New York.  The experience and debate of … More April Fool’s Day Forecasts?

Groundhog Day

Over and over, day after day. Crowds gather early in the morning to watch for what the future will bring. The media is on hand for the latest predictions and they run stories with sensational headlines to engage their audience. Men in coat and tie confer, hoist prominent prognosticators on high and loudly sing praises … More Groundhog Day

Your Brain On The Stock Market

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

Fiduciary Ideas – Special Thanks to IRIS

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

Consensus Recommendations Points to More Flows to European Equities – Should Consensus and Flows Be Followed?

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?

10 Rules / Thoughts to Consider

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