First Quarter, 2015 Investment Review

April 7th, 2015


“Success is finding satisfaction in giving a little more than you take”
– Christopher Reeve

Spring.  Finally!  Pansies, crocuses, daffodils, hyacinths, and tulips are blooming and workers are busy repairing this winter’s bumper crop of potholes in the Northeast-apologies to those clients who dwell in Southern climes.  Potholes are annoying and dangerous hazards.  Capital and investment markets have their own potholes; cracks, bumps, holes and craters that investors run into with little if any warning.  Read the rest of this entry »

Timothy Parker, CFA quoted in Bloomberg Business Week

January 28th, 2015

Click here to read the article

Fourth Quarter, 2014 Investment Review

January 6th, 2015

Oil Slick

“There are two ways of spreading light: to be the candle or the mirror that reflects it.”
– Edit Wharton

Oil prices leaked massively in the last half of 2014 and for the year as supply growth greatly exceeded demand growth for the black gold and producers chose not to decrease production.  Brent crude oil dropped almost 50% in the second half of the year.  Consumers and heavy energy users (e.g. airlines) benefitted significantly from this trend.  Read the rest of this entry »

Timothy Parker, CFA was quoted in the Wall Street Journal

November 25th, 2014
Timothy Parker, CFA was quoted in the Wall Street Journal:

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 »

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