Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

DIS and DAT - Hurricane Season revisited…9 steps to prepare for an investment storm - Summer, May 2017

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

The 3 P’s of Retirement Investing, May 2017

”Plans are of little importance, but planning is essential”.
~Winston Churchill

DIS and DAT - Market Update, September 2016

The ultimate authority must always rest with the individual's own reason and critical analysis.
~Dalai Lama

DIS and DAT - Strategy Session: Discounted Closed End Funds

“Whether socks or stocks, I like buying quality merchandise when it is marked down.”
~Warren Buffett

Market Analysis, April 2017

There are 2 kinds of investors: those who don’t know where the market is headed, and those who don’t know that they don’t know.
-William Bernstein

DIS and DAT March 2016 - Strategy Session Merger Arbitrage

"No wise pilot, no matter how great his talent and experience, fails to use a checklist."
Charlie Munger

DIS and DAT - Market Update, September 2016

The ultimate authority must always rest with the individual's own reason and critical analysis.
~Dalai Lama

DIS and DAT - Thanks - September 13, 2016

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

“If you can meet with Triumph and Disaster 

    And treat those two impostors just the same;