Prudent Perspective – Q1 2019
“The way I see it, if you want the rainbow, you gotta put up with the rain.”
– Dolly Parton
After a torrential storm in the market last quarter, many...
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Investing (3)
Prudent Perspective – Q4 2018
“It is not the answer that enlightens, but the question.”
– Eugene Ionesco
2018 was a particularly challenging year for financial markets with...
Prudent Perspective – Q3 2018
“Good medicine tastes bitter.
– Old Japanese Proverb
Overview
In the decade following the financial crisis, the US economy was fed on cheap lending and three...
Prudent Perspective – Q2 2018
“Don’t underestimate the value of doing nothing, of just going along, listening to all the things you can’t hear, and not bothering.”– Winnie the Pooh
Prudent Perspective – Q1 2018
Two streaks broken in two weeks. UMBC’s win over Virginia broke a 135-game win streak of #1 over #16 seeds and the Dow and S&P broke a 10-consecutive streak...
Prudent Perspective – Q4 2017
“Every moment of light and dark is a miracle”
– Walt Whitman.
2017 marked the first solar eclipse in the United States since 1979, perhaps a fitting...
Portfolio Diversification: Correlation Risk Management
Should you care about “correlation”? Absolutely! Understanding correlation will help you master portfolio diversification.
Let’s begin with diversification....
Fiduciary Account: How to Calculate Return on Investments
Note: This blog was updated for additional information in January 2022.
In 2009 when visiting North Carolina, we stayed with dear friends on Lake Norman....