Monthly Archives: January 2018

To Diversify Further or Not

You have probably noticed that the stock market has gone crazy. Last year was an incredible year with 20%+ rises in most market. So far in 2018 most markets are up over 5%,  our portfolio is up by more than … Continue reading

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Issues with Language

A few weeks ago at our local pub quiz we had a question that I should have known – it was along the lines of “What important book was written by E. B. White (of Charlotte’s Web fame) and William … Continue reading

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Keep it Simple Stupid.

The other day I was asked if I would take a look at a family member’s 401K allocations. Nothing major, but they just wanted some clarification that they were investing appropriate to their risk tolerance.

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Gloomhaven – An Entrepreneurial Success Story.

You can’t buy the best board game in the world. A look on boardgamegeek shows that sitting at number one is the game Gloomhaven. It hasn’t been released yet, so how can it be at number one?

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Objectives for 2018

Most businesses operate under a system called management by objectives. In order to align everyone’s behavior, employees will typically have an integrated set of business objectives in order to reach a company’s overall business goals. If an individual employee succeeds … Continue reading

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December Financial Update

So that was 2017. By any standards from a market point of view it was pretty spectacular with all major markets up by 20% or more. I don’t think this year will be anywhere close to this but clearly this … Continue reading

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Dividends Day

Now that the holiday period is over it’s back to the twice weekly publication schedule. During the last few weeks there has been a slew of major holidays, Christmas, New Years, Hanukkah and for those with mutual funds Dividends Day!

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