It seems like the only time the financial media begins to talk about disconnects between Main Street and Wall Street is when Wall Street stock prices begin to take a tumble as they have thus far in 2016. This typically results in discussions about a potential recession. However, media coverage is usually quite light when stock prices are rising even … Read More
Quality vs. Momentum; Facing this Market Downturn Head On
In the 1960’s and 1970’s there were a group of companies favored by institutional investors characterized by consistent earnings growth and high P/E ratios named the Nifty 50. Within the past two decades, the markets rode in on another grouping of big companies dubbed the “Four Horseman of Technology” which consisted of Amazon, Google (now Alphabet), Apple, and Facebook. Today … Read More
Defining Your Investment Philosophy
Ben Carlson recently wrote an article for the American Association of Individual Inventors that discussed the process for Defining Your Investment Philosophy. Within his piece, Carlson noted 10 Questions to Help Define Your Investment Philosophy. One of the key tenets of his article is that most investors get into trouble by the constant switching of investing strategies. I believe that everyone … Read More
8 Retirement Mistakes to Avoid
The web is likely cluttered with articles and posts about the critical retirement mistakes to avoid. But in working with people first hand I often come up with ideas that I believe are worth sharing no matter how often they may or may not be published. Anyone of the topics below only begins to scratch the surface upon another layer … Read More
A Graphical History of Disney films and the Company Walt Created
As Star Wars: “The Force Awakens” hits a $1,000,000,000 in global movie sales, The Economist has put together a graphical history of Disney films and the company Walt created. Hat tip to Barry Ritholtz at The Big Picture
Who Knows What OmniChannel Means?
Have you ever seen or heard of the Merriam-Webster word of the year? In passing, I have seen this on occasional years but if I had to pick a word that I saw most often in my research that became somewhat valuable in trying to understand companies, that word would be…..OmniChannel. So what does OmniChannel mean and where is it used … Read More
Beware of Predictions This Time of Year
Barry Ritholtz, financial writer and host of Masters in Business on Bloomberg Radio was recently quoted in this WSJ piece A Critical Look at Two Investment Practices which could have been titled Beware of Predictions This Time of Year. Anyone who thinks that they know what direction the markets are heading in realistically only has a 50/50 chance of being right. However, these probabilities can be exacerbated by a … Read More
Masters of Love
Have you ever felt like you were about ready to face off with a saber-toothed tiger while sitting next to your significant other trying to have a conversation? If so, read on. In this Atlantic article people are put into two couples camps; Master and Disasters. Disasters have a sense of constantly being in fight-or-flight mode (go back to that saber-toothed tiger standoff). … Read More
Peak Productivity while Project Managing Your Life
I have always been very interested in the field of personal productivity. Trying to balance a business, my wife’s full-time career, and four kids under 5 can be beyond challenging. A go-to person that I read regularly and often shares his ideas and articles is Eric from Barking Up The Wrong Tree. Eric is a writer/journalist whose work has been featured … Read More
The Negative Impact to Clients with the Ever Increasing Asset Minimum
One of the principles that set TAMMA apart from other investment advisory firms was my decision to work with clients of all asset levels. Even though I have implemented a minimum asset requirement today, (friends and family of an existing client are not subject to minimums) that minimum is a far cry from the asset minimum that most firms require … Read More
