Review and Outlook

July 15, 2010

July 2010 - Semi-Annual Report

What drives investment returns over time is not investment selection and timing promoted by the financial media and the vast majority of financial advisors; rather, it’s five economic or financial factors coupled with successfully managing investor behavior. In the future, we will address investor behavior; for now we will focus on the five economic factors we’ll call the Five Dials.

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Jan 13, 2008

2007 Year in Review - Guarding Against Emotion

Stephen Lowrie

2007 – with its sub-prime crisis, potential recession, massive write-offs, and soaring currencies – will be remembered as a tough year. As event piled on event, negative press fanned the flames, creating emotional havoc and further undermining public confidence. It's challenging to govern one's emotions...

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