In a financial world where more of everything is usually seen as better, an alternate investment philosophy suggests the opposite may be true. Perceptions of investment success are often correlated...
Benjamin Lupu, CFP
The Artful Dodger: Getting Out In Front of Changing Dividend Yields
Part 2 of the Dividend Power Series July 1 2015 Since early in 2015, dividend paying stocks and mutual funds have been on the defensive. The long anticipated increase in short term interest rates...
Mid Year 2015 Economic and Investment Markets Report
As we near the mid-point in the 2015 calendar, financial markets and the global economy are continuing to show some progress, but the recent rate of gains for financial assets seen in 2013 and 2014...
From Taoism: The Little Known Powers of Doing Nothing
In our fast paced American go-go culture, inaction and passivity in dealing with all manner of enterprise, commerce, leadership and interpersonal relations is viewed as a path to failure; a...
“High Yield”: The Junky Road to the Next Financial Blow Up
One of the most familiar stories carried in daily financial and social media in recent times is the subject of how and when the next Financial Crisis will develop. Financial markets have recovered...
Cold Comfort: Physicians and Dentists Are No More Financially Incompetent Than General Public
Back in 2011, the NY Times published one of the best media articles in recent years about the subject of physicians and their investment habits. Now almost four years later, the valuable...