“May You Live in Interesting Times”

According to Wikipedia, this is an English expression purported to be a translation of a traditional Chinese curse.  While, at first glance, this may be seen as a blessing, it is normally used ironically, with the clear implication that uninteresting times of peace and tranquility are more life-enhancing than interesting periods, which, from a historical … Continued


Investors typically think of diversification in terms of fixed income versus equity and a suitable range of specific investments in each asset class.  However, employees of companies with publicly traded shares and robust pension and retirement programs, may not be fully recognizing the additional risks involved. A recent article in The Wall Street Journal, discussing … Continued

Doing Nothing

During periods of above average market volatility, or sharp moves in either direction, investors and advisors are likely to wonder if some action might be appropriate or expected.  This natural reaction may be exacerbated by an endless stream of punditry and suggested strategies from CNBC and other media outlets. In most cases, the most appropriate … Continued