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Middle Market: The Investment for the Super Rich That You Can Access Too

The U.S. economy is by far the largest economy in all the world. It’s worth $18 trillion followed by China at $11.4 trillion which is followed by a market that few know about and fewer invest in. If treated as its own economy, the U.S. middle market economy is the third largest economy in the world, worth $5.9 trillion. It’s bigger than Japan, Germany and the U.K. yet no one on CNBC or Fox Business even talks about it.1 In fact, it’s an area of the market that I really didn’t know anything about until a friend of mine introduced it to me several years ago. After years of research, and my own money along with some client’s money being invested in this area of the market, I think it’s something more people should be aware of. I really got excited about middle market investing during the first part of
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Categories: Markets and Personal Finance.

Myth Busting: Stop Losses are a great tool for investors

One of the best phrases in the market today is a “stop loss.” Think about that . . . who wouldn’t want to stop losing? No one! However, I will tell you from experience, the only thing a stop loss does is stops you from making money! In fact, I’ve talked with several people in the last week that have experienced the very things I discuss in this email. It’s got me so fired up, it deserves to be this week’s content. Let’s start with the basics . . . For those unaware, a stop loss is an order that you can enter with a brokerage saying that you would like to sell a stock (or option) at a certain price. For example, let’s say that you just bought XYZ stock. You’re really excited about the investment BUT you definitely don’t want to lose money after you buy it (who
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Categories: Personal Finance and Strategy.

Presidential Election Results: A Quick Guide for Investors

This week has seen one of the most surprising US Presidential election results in history. What a ride it was! For me, this has meant mass texts, calls, emails and more from clients and associates wanting to grasp what it means for their portfolios and how to react. Today’s video is meant as a guide to how we believe the disciplined investor will act in light of a President-Elect Trump. Enjoy. What We’re Reading Jamie Dimon just sent this memo to his staff about Donald Trump’s victory: One of our favorite CEOs, Jamie Dimon of JP Morgan, sent out a letter to his employees after the election results. The whole idea of working hard, listening to our clients, and realizing the kind of country that we live in, that is stuff that we completely agree with. Good work Mr. Dimon! Master’s in Business Podcast interview with Bill Miller: This podcast
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Categories: Markets and Strategy.

November Market Commentary: Elections, Market Fluctuations and Thanksgiving Appreciations

This month for our market commentary we have a discussion on the implications of presidential probabilities. Because let’s face it when it comes to investing its the probabilities that matter regarding the election – not the specific outcome. We also discuss Novembers historically and how they perform as well as talk about what we’re doing specifically in light of current market conditions. And of course we show our appreciation for some of the things we’re grateful for in this the Thanksgiving month. Please enjoy our take on the markets in November: What We’re Reading: The Art of Stockpicking by Charlie Munger. This is a classic! If you’re at all interested in learning from one of the best money managers and stock pickers of all time, you must read this! We have received designed much of our investing process from what is found in this letter. Nike co-founder shares ‘the only
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Categories: Market Commentary and Markets.
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