News

Fridays Thoughts

As I write this weeks post I find myself on a plane to Los Angeles. The purpose of the trip is to do an onsite visit to one of the investment opportunities we are considering and visit with clients. I am still amazed at the capabilities today’s technology brings us.  We continue to develop capabilities…

Continue Reading

Friday’s Thouhgts

Fall is here…well, maybe not officially on the calendar.  For the most part, when students go back to school and school buses are a common sight in the morning and afternoon, we know that the world has shifted and we now have new things to do and look forward to. Hopefully everyone had a wonderful…

Continue Reading

Friday’s Thoughts

Two big pieces of financial news this week were that the S&P 500 closed over 2,000 for the first time and that the next corporation to avail itself of the “tax inversion” process was Burger King by its deal with Tim Hortons of Canada. Congress has been talking about, yet doing nothing, about major corporate…

Continue Reading

Friday’s Thoughts

Summer continues to move along and Labor Day is just around the corner. How are your goals for 2014 coming along? It may be a good time to refocus and keep moving forward. I had another opportunity to guest post on the Paladin Registry site. The link is below in the “Interesting Links” section. Things…

Continue Reading

Friday’s Thoughts

Things we are pondering….. S&P 500 profit margins continue to reach new highs. The nagging question is how long can this continue with an anemic economic growth. One can only cut costs so long. Also, weak GDP numbers from Germany are giving us some cause for concern. We’ve been optimistic about the Eurozone’s prospects, but…

Continue Reading

Friday’s Thoughts

Last weekend I had the extraordinary opportunity to see Paul McCartney at Target Field in Minneapolis. His show was amazing and a tremendous amount of fun! It reminded me that Paul McCartney has been a part of my world since I was 11 years old. Sir Paul McCartney has traveled the globe multiple times, and…

Continue Reading

Friday’s Thoughts

When talking with people I find many are fed up with the devisions in our country and the sharp rhetoric that comes with it. I am too! It seems everyone needs to pick a side and line up one side against another. Yes, at times on weighty issues sharp rhetoric was the only way to…

Continue Reading

Friday’s Thoughts

Warning! Shameless Self Promotion!! Here is a link to a blog article that I wrote for the Paladin Registry. http://www.paladinregistry.com/blog/investing-2/know-need-investment-management/ I am fortunate to be recognized as a Paladin 5 Star “Certified” Advisor. The “certified” means that the Paladin Registry is investigated my background etc. and found it to be accurate and without blemish. Some…

Continue Reading

Friday’s Thoughts

The markets experienced some volatility with some of the world events this week. The downing of the Malaysian passenger plane is clearly a horrible event.  It seems like it is a never ending chain of geo-political events and several have a significant impact on volatility over the short term. Best to insulate a portfolio in…

Continue Reading

Friday’s Thoughts

As many already know we opened a new office for White Oaks Investment Management in Florida this year.  My “northern” friends are surprised with the idea of my spending my time in Florida this summer.  The two most often asked questions are:  “Isn’t it hot?” and  “How are you dealing with the heat and humidity?” …

Continue Reading