Simple but not Easy

By Bill Weihman | December 31, 2022

We’re all plenty familiar with the axioms of investing: spend less than you earn; keep investment costs low; create clear, appropriate investment goals; choose an appropriate risk profile and a balanced asset allocation; diversify; rebalance; to name just a few. They’re pretty straightforward – true? – and not so difficult to believe. 2022 has also…

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The Investment Climate

By Peggy Stephan | February 3, 2021

Every year since the financial crisis of 2008-09, Laurence Fink, the founder and CEO of BlackRock, has written a letter to CEO’s.  In this letter, the leader of the world’s largest asset manager outlines the priorities which his organization would like to see in the companies in which they invest.  It’s a call to action,…

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Caveat Emptor

By Bill Weihman | February 1, 2021

This past week we’ve witnessed a story of drama and tumult in the stock market; of great successes and stinging losses; of individual investors taking on the institutions. And subsequently, of cries of elitism and unfairness. All stemming from everyday investors, connected via a social media community, wildly buying shares in an unprofitable stock, GameStop.…

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