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Don’t get lulled to sleep

Times are good, folks. The stock market has been on a tear since November, at least US stocks and building on eight years of gains since the financial crisis. Interest rates remain low and there are sold signs on houses throughout our neighborhoods and new cars in the...

What is Finology?

What is Finology? The relationship between human beings and money in our society. The relationship between financial market trends and trading behaviors. The relationship between the globalization of financial technology and human behaviors.  I recently read an...

Holding true to asset allocation principles

We’ve just finished a review of the first half of 2017’s investment performance numbers for our clients.  We continue to see many of the same trends continuing in 2017 as we did over the last few years.  Speaking generally, US equities continue to be strong, while oil...