We Couldn't Agree More

"The Investment Answer" is broken down into five main principles:

1. Hire a fee-only, independent financial advisor, not a broker who is compensated for selling you company products. This is an issue both Goldie and Murray felt strongly about. "[Murray] didn't care for the retail side of Wall Street; he felt that was the side of Wall Street that was really hurting people," Goldie says. "This book was his attempt to try to educate people and help level the playing field."

2. Diversify among stocks and bonds, buying both large and small caps and value and growth.

3. Divide foreign and domestic investments.

4. Decide if you want to own passive or actively managed mutual funds. Goldie and Murray both encourage passive investing. "Over time a passive strategy on average will outperform an active strategy," says Goldie. This concept was hard, even for Goldie, to understand at first. "I was brought up under the idea that if you worked harder and you were smarter and better, you would perform better. But it doesn't hold with investing."

5. Rebalance your portfolio.

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

He's still got It.

Bill Murray is a good sport. He indulges Joe Kernen by re-living a litte Carl Spackler from "Caddyshack". The fun starts at the 6min 45sec mark. Classic stuff. Damon......





The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors

Getting back into the thin air?

Here's a great chart showing the progress of the markets recovery.  Only the S&P 400 (this is a Mid Cap Index) has recouped it's losses since the 2008 crash.  Perhaps the others have room for more gains?    Damon........

Source:  http://www.chartoftheday.com/



The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Don't Look now, but...

.....Gold and Emerging Markets Stocks are being left behind in the market's latest advance.  Quite interesting because if all one ever did was listen to the news and other financial pundits then you would surely think that Gold(inflation trade) and Emerging Markets (commodity trade) would be making new highs.  They Are Not.  Good Ol' Fashion U.S stocks are leading the market higher.  Why? Could be a number of reasons: stronger u.s economic data, stronger dollar, deadlock in washington.  Investors shouldn't focus on the reason why.  They should focus on the price action right in front of them.  We track 12 commonly defined indices and monitor them on a daily basis.  4 of our top 5 holdings are U.S. Domestic.  The 5th fund is International Small Cap.  Damon............

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Time to tweak modern portfolio theory - Investment News

Time to tweak modern portfolio theory - Investment News

Here is a good article that we think should be given serious consideration....."Advance and Defend" - Nathan


The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.