I post blogs in order to meet new Minnesota investors. Many retired investors send me e-mails with great questions about real life investment management problems. Joe e-mailed me a couple of weeks ago. He is recently retired, and has an existing relationship with an...
My office phone rang one day last week. On the other end of the line was a woman who is a back door neighbor to a client of mine. The woman had recently sold a business that her late husband had left her. She had several million dollars to invest. The first thing...
Over my 30 years as a Minnesota investment advisor, I have sat down in front of hundreds of individual investors. By far, the biggest misconception is the belief that mutual fund managers will protect their mutual fund shareholders from stock and bond market risk....
Numerous academic and financial industry studies have proven Relative Strength to be one of the premier investment management strategies available today. Another name for a Relative Strength strategy is Momentum. Relative Strength is focused on owning securities that...
Over the years, I have sat in front of dozens of Minnesota individual investors. Far too often, their experience with investment advice professionals falls into the same three categories. First, there are the investment advisors who are more interested in providing...
