Archive for June, 2011

Be Like Roger

By • Jun 22nd, 2011 • Category: Investment Strategy, Investor Mistakes, Mutual Funds, Personal Investing

The Wall Street Journal recently ran a story on tennis great Roger Federer. It included insight into his phenomenal success on the tennis court, and interestingly, much of what Roger said in the sidebar story echoes the investment philosophy I try to instill in our clients. It starts off  by saying: He hardly ever gets […]



How to Beat The Market. Sort Of.

By • Jun 8th, 2011 • Category: Investor Mistakes, Mutual Funds, Personal Investing, The Economic Scene

Some of our peers in the financial industry have found a way to advertise that they “beat the market” without actually doing so. On 6/4/11, Wall Street Journal columnist Jason Zweig wrote an eye-opening piece about this topic. Basically, he explained how some investment advisors make their track record look good by comparing their results […]