Investment philosophy
May 2017 Hurricane Season Revisited…9 Steps to Prepare for an investment storm
Submitted by ADVISOR.INVESTMENTS on May 23rd, 2017Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Market reaction to “Brexit”
Submitted by ADVISOR.INVESTMENTS on June 12th, 2016Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Market reaction to “Brexit”
“If you can keep your head when all about you
Are losing theirs and blaming it on you” ~Rudyard Kipling
Dear Friends:
The Struggle
Submitted by ADVISOR.INVESTMENTS on March 14th, 2015DIS and DAT - The Struggle - Spring, March 2015
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
The Problem
Submitted by ADVISOR.INVESTMENTS on January 12th, 2015DIS and DAT - The Problem - Winter, January 2015
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
“The entire concept of retirement is unique to the late-20thcentury. Before World War II, most Americans worked until they died.”
―Morgan Housel
Dat Crazy Market
Submitted by ADVISOR.INVESTMENTS on October 2nd, 2014Dat Crazy Market
DIS and DAT - Dat Crazy Market - Fall, October 2014
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Our Prediction
Submitted by ADVISOR.INVESTMENTS on July 12th, 2014Our Prediction
DIS and DAT - Our Prediction - July 2014
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
"Stock picking is both an art and science, but too much of either is a dangerous thing.” Peter Lynch
Process Over Outcome part II
Submitted by ADVISOR.INVESTMENTS on April 12th, 2014DIS and DAT-Process Over Outcome part II-Spring, April 2014
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Past Performance Does Not Guarantee Future Results -- Investment Involves Risk
Submitted by ADVISOR.INVESTMENTS on May 10th, 2012We are often asked by potential clients questions such as “What are your historical returns?” and “What products do you think are best?”