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.

By |2018-06-22T18:27:05+00:00December 22nd, 2015|Comments Off on Year-end Planning

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.

By |2018-06-22T18:28:00+00:00December 18th, 2015|Comments Off on George Costanza… simply doing the opposite

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

By |2018-06-22T18:29:00+00:00December 10th, 2015|0 Comments

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.

By |2018-06-22T18:30:03+00:00September 30th, 2015|0 Comments

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:

By |2018-06-22T18:30:55+00:00September 4th, 2015|0 Comments

Today the News is The Dow’s Fast and Wild Swings are Giving Traders a Headache

How do you keep up with the news?

By |2018-06-22T18:31:58+00:00August 13th, 2015|Comments Off on Today the News is The Dow’s Fast and Wild Swings are Giving Traders a Headache

Playing for an All-Star Team

Just what is a MLB All-Star?? Players selected for their outstanding performance halfway through the season that play in the Midsummer Classic…

By |2018-06-22T18:33:20+00:00July 14th, 2015|Comments Off on Playing for an All-Star Team

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.

By |2018-06-22T18:34:16+00:00July 9th, 2015|Comments Off on The Morningstar Convention

A mathematical tool or a self-fulfillment exercise?

A very common response I get from people when they hear the term “cash flow analysis” is: “forget about it – this is something for engineers or business analysts – somebody that is extremely analytical”.

By |2018-06-22T18:35:14+00:00July 9th, 2015|Comments Off on A mathematical tool or a self-fulfillment exercise?