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  • A Different Perspective Can you quantify the value provided by a financial advisor?

    Individuals typically ponder two main factors when considering the services of a financial advisor: cost and value.   The cost may be clear, but how is the value of an advisor quantified? Will the value received ultimately justify the fees paid?  Will the advisor’s investment performance exceed that which could be achieved without an advisor? These

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  • Articles Investor Returns: Chasing the Hot Hand

    Author: Brian Tall, Director of Investments Mutual fund manager Bruce Berkowitz recently announced that he is closing his Fairholme Fund (FAIRX) to new investors.  Berkowitz gained notoriety by performing well through the blow up of the tech bubble in the early 2000’s and subsequently earned Morningstar’s Fund Manager of the Decade award in 2009.  After

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  • Articles A Balanced Investment Approach for the Long Haul

    In the current low interest rate environment, and in light of continued stock market volatility, many investors have embraced high income‐oriented investment strategies. The expectation, or hope, is that a higher yielding portfolio will reduce volatility and generate enough income to meet cash needs, thereby allowing the investor to forego spending principal. Picking up on

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