Third Quarter, 2014 Investment Review

October 7th, 2014


“I not only use the brains I have, but all I can borrow.” – Woodrow Wilson

Forecasts can be helpful in planning our lives and investing our money but can also lead to indecision, paralysis, missed opportunities, and gasp, even over packing. Weather forecasts are notorious for their error rate but who doesn’t check them before heading on a trip? Read the rest of this entry »

Timothy Parker, CFA was quoted in the Wall Street Journal

July 16th, 2014

Timothy Parker, CFA quoted in the Wall Street Journal on Bank-Loan Funds:

Click here for the article

Second Quarter, 2014 Investment Review

July 3rd, 2014


“If no one ever took risks, Michelangelo would have painted the Sistine floor.” – Neil Simon

Risks abound in securities markets and the current environment is no exception. As we enter the second half of 2014, troublesome headlines include Jihad in the Middle East, continued unrest in the Ukraine, and uneven refereeing in the World Cup.   Read the rest of this entry »

First Quarter, 2014 Investment Review

April 4th, 2014


“Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy only when others are fearful.” – Warren Buffett, 2004

Markets don’t go up forever as January’s mini correction attested. Weaker weather-induced data, stumbling emerging markets, and Russia’s greedy incursion and annexation of Ukraine’s Crimea increased uncertainty and volatility. Interest rates confounded consensus expectations by dropping in the face of a steadily tapering Federal Reserve Bank (FED) before weakening in March as the FED modified their guidance. Read the rest of this entry »

Gold Investing Now: Should you buy, hold or sell?

February 3rd, 2014

Andrew Aran was quoted in a Newsmax Maxlife article.

You can see the article here: Gold Investing Now 2014.02.04

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