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ira-common
Dec
22

Year-end Planning

As I continue to work with families and advise them with their year-end planning I have come across some common questions regarding required distributions from qualified accounts. Read More


george-costaza-blog-rev
Dec
18

George Costanza… simply doing the opposite

The sitcom Seinfeld is widely regarded as one of the greatest TV’s shows of all time. In one of my favorite episodes, George Costanza (a lovable character but often plagued by ill-timed decisions and hair brained ideas) decides he will try to reverse his fortunes by doing (and saying) the exact opposite of what his ‘normal’ thought process would be. Read More


barrons-10-picks-a
Dec
10

10 Favorite Stocks for 2016

This weekend’s Barron cover story has some interesting facts about their Top 10 Stock Picks for 2015 and the resulting performance. The article is below for your enjoyment. Note how much the growth part of the market is out-performing the value segment this year. Also, the average loss on their best ideas list was about 6% thus far year to date. The key takeaway in our opinion is just how much the averages are being pushed by a handful of momentum stocks while the rest of the market lags. That is hard to sustain, and in our view, there will be a period of outperformance ahead for the so-called “penny pinching” stocks. Read More


CORDA-BlogBanner-9.28
Sep
30

An Investing Parable

Mr. Market is a parable created by Benjamin Graham, often considered the “Father of Value Investing”. Mr. Market, you see, is a fictional character that offers to trade his stocks every day and at different prices. Mr. Market is an emotional and at times delusional person. He often lets the good times take his pricing too high and also lets a down market take his pricing well below intrinsic value. Below we are going to catch up with Mr. Market and see how the last 25 years have treated him. Read More


bearandbull
Sep
04

Technical Fear, Fundamental Success

“Nothing creates fear like the belief that market declines are being caused by some fundamental problem.” A quote we read last week from Brian Westbury, Chief Economist at First Trust Advisors L.P. His economic take was fascinating and I am paraphrasing him below: Read More





cordachicago
Jul
09

The Morningstar Convention

The CORDA Portfolio Team headed up to Chicago to attend the Morningstar Conference last week trying to learn more and hear the opinions of well-respected minds in the industry. Read More