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Posted on May 24th, 2018 by Barry Schwartz

  A letter to my son: Mommy and Daddy are so proud of you! You did such a wonderful job on your Bar Mitzvah. I am going to give you a timeless present. If you take care of it, I believe it will multiply in value many times over your lifetime. 31 years ago, your […]

Posted on May 15th, 2018 by Ernest Wong

  When people hear that I am a research analyst, they typically ask me two questions: 1. What do I do every day? 2. How do I find stocks? When I was in high school and just dipping my toes into the stock market, I had an opportunity to meet a portfolio manager of a […]

Posted on April 26th, 2018 by Ernest Wong

(This blog post was written on March 26, 2018 and included in our client newsletter for Q1 2018)  As many of our clients have undoubtedly noticed, Facebook is currently in a bit of a slump. Its shares are down around 20% from its peak at the beginning of February, and seems to be hit with […]

Posted on April 12th, 2018 by David Baskin

  In the two year period from January 2016 to January 2018 the S&P 500 Index had only one month in which it dropped as much as 1%. That is a remarkable and unprecedented record of stability. During that time span the market rarely moved either up or down more than 1% per day, and […]

Posted on March 22nd, 2018 by Barry Schwartz

  “25% of my portfolio is in cash,” is what I heard a portfolio manager say on TV during the February market correction. If only I had a dollar each time someone made this vacuous statement—I certainly wouldn’t keep it in cash! I don’t know why some portfolio managers think this is a viable marketing tactic, […]

Posted on March 13th, 2018 by David Baskin

When someone says robots, most of us conjure up an image of a human-like machine doing human-like things. Robots aren’t really like that at all. This morning I took pictures of two robots in the office building where I work. The first robot has replaced the three people who previously managed the parking lot. It […]