We don’t use Morningstar style boxes when building client portfolios. We spend a lot more time on true financial planning, quantitative risk and emotional assessment and other diagnostic or intangible measures in order to help the households we work for to achieve long-term financial success. The industry is moving in this direction and Morningstar knows…

there is “a shortage of stocks” right now

Bespoke Investment Group: AAPL’s cash is larger than companies like Oracle (ORCL), Disney (DIS), Coco-Cola (KO), and IBM, and at a level of $194 billion, it would be the 17th largest company in the S&P 500! LOL, and their table: iCash (Bespoke Investment Group)

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I have a whole chapter in my book, Clash of the Financial Pundits, that explains why we’re so easily lulled into stupidity by economic or market commentators. It boils down to the fact that the world is an uncertain place, so we inherently gravitate toward those who provide us with certainty. It’s how organized religions…

Given the amazing strength in the US dollar over the last six months, the lack of momentum in US (or Chinese) economic data and the effects of the oil crash still lingering, one thing virtually no one is predicting is any kind of comeback for the commodities market. Andrew Thrasher, who studies price rather than…

“Will the stock market rise or fall in the first 6 months after the Fed first raises rates?”

Cool infographic from ecommerce platforms: