Check the background of this investment professional

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck

Big Data: Part C

Some people sense that the conventional investment wisdom of the past couple of decades is not working. With the S&P 500 and Nasdaq* market indexes close to levels they were in 1999 (as of May 2013), it’s no wonder so many are questioning conventional wisdom.  After all, in 26 out of the last 46 years, the US equity markets have done nothing but tread water.  And no one knows what the next decade holds.   (Source: Dow Jones) In the...

Read More

Big Data: Part Deux

Investors are beginning to sense that the conventional investment wisdom of the past couple of decades is not working. With the S&P 500 and NASDAQ market indexes at the same level they were in 1999 and still well below their 2000 market highs (as of this writing in January 2013), it’s no wonder so many are questioning conventional wisdom.  After all, in 26 out of the last 46 years, the US equity markets have done nothing but tread...

Read More

Big Data: Counting What Counts

Through the use of fiber optic technology, we can take all of the data from every quarterly report of every company that’s ever been listed on the New York Stock Exchange since its inception and transmit it from New York to Los Angeles in less than three seconds.  The question three seconds later is: What do you know?  What have you learned?  What action should you take? In the book Money Ball, Billy Beane got his edge by looking at data in...

Read More

Change…It Can Be For the Better

Technology has wrought massive changes in autos and healthcare and can potentially change your money decisions…hopefully for the better. Fueled by scientific research, medical advances have produced new and better ways to promote and restore our health.  Bloodletting, for example, a trusted practice for some 2,500 years, has been replaced with treatments that often produce better results. Technology has helped on another front.  The National...

Read More

It’s the Fraction That Matters

Peter Vidmar was the captain of the gold medal winning US Men’s Olympic Gymnastics Team in 1984 in Los Angeles.  Peter earned one silver medal and two gold medals in gymnastics and scored a “Perfect 10” on the pommel horse as he led the team to their dramatic and stunning win against the favored People’s Republic of China.  A few months ago, I got to spend a few hours talking with Peter Vidmar just after his return from Beijing where...

Read More

The Weakest Link

The show “The Weakest Link” tapped into a basic human fear of lacking importance and not being good enough to be included in the community.  Being the weakest link provides a certain freedom.  I know because I am the weakest link. When I played music for a living, being surrounded by musicians who were better players than me helped the band sound its best.  For me there is a freedom in acknowledging the talents and strengths of those...

Read More
Broker Check