Looking Back – Moving Forward. The turning of the calendar to January marks a time when as investors we reflect on the year just past, get our bearings as to where we stand, remind ourselves about valuable lessons drawn from the past, resolve once again to refrain from making the same mistakes, and reinforce the eternal truths for what works and what doesn’t in managing a portfolio. Read More>

The Wide Swings Continue. Stock markets across the world rocketed higher on the last trading day of November, fueled by a coordinated move to increase liquidity by the world’s major central bank. Read More>

More On Life With Maggie. Through the years I occasionally have shared stories about our special-needs, easy-to-love daughter Maggie. Many people have responded on how much they enjoy these windows into her world, calling them heartwarming and asking for more. More than a few readers have even suggested I write a book. For now, occasional vignettes will have to suffice. Read More>