How to Pick Hot Stocks: Secrets of a Stock Picker The dream of “beating the market” has persisted for as long as there have been markets to beat. Many systems have been proposed for accomplishing this feat, ranging from technical analysis to momentum investing to…
Jen H., Jennifer M., Elissa, and Dave (order in photo below) attended the 2014 FPA NorCal Conference held at The Palace Hotel in San Francisco, CA on May 27-28. You can expect to see posts in the coming weeks summarizing some of what we learned…
All Aboard for the Long Haul The 2014 edition of Dalbar’s long-running study of mutual fund investors has been released and the results are consistent with every prior edition. Yet again, the numbers suggest that the average stock mutual fund investor tends to buy high…
The 2014 edition of Dalbar’s long-running study of mutual fund investors (which we’ve written about before) has been released and the results are consistent with every prior edition. Yet again, the numbers suggest that the average stock mutual fund investor tends to buy high and…
Flash Boys and Flashy Headlines By now, most of you are familiar with Michael Lewis’s new book, “Flash Boys” and the whole high-frequency trading (HFT) phenomenon he’s focused on. Lewis has been making the rounds starting with 60 Minutes a week ago Sunday, followed by…
By now, most of you are familiar with Michael Lewis’s new book, “Flash Boys” and the whole high-frequency trading (HFT) phenomenon he’s focused on. Lewis has been making the rounds starting with a segment on 60 Minutes a week ago Sunday, followed by the Today…
Yeske Buie Retreat The Yeske Buie Team gathered at Virginia’s Marriott Ranch from March 17th to March 20th for our semi-annual retreat. Don’t be fooled by the word ‘retreat’ though as we spent the majority of our time at the ranch developing our internal communication…
Dave was recently quoted in the Chicago Tribune, where writer Janet Kidd Stewart tells readers how ‘Getting personal with your financial expert can pay off.’ Stewart suggests that clients get more for their money if their financial adviser has conversations with them and plans for…
Philip Seymour Hoffman’s untimely death on February 2 ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied. As is so often the case when a public figure passes away, Hoffman’s will…