2011 Quarter 3 Review

Posted by admin on Oct 12th, 2011 | No Comments

Click here for the 2011 Quarter 3 “Quarterly Review”.

Living with Uncertainty: The Nature of Risk

Posted by admin on Oct 12th, 2011 | No Comments

There is no doubt that the returns from the 3rd quarter of 2011 were downright rotten.  But as we know, long-term investing success is not measured in quarters , but years.  And while not the worst in the last 51 quarters, the most recent quarter saw:

The 4th worst quarterly stock market return (-15.28%) for [...]

Mark Aubry Featured

Posted by admin on Sep 29th, 2011 | No Comments

In a September 29-published article on RIABIZ.com, Mark Aubry is featured as a “hyper-mobile” and “free-wheeling” advisor.  The article features Mark Aubry and how the new Trust Company of America platform, Liberty, helps our company to be more mobile which allows us to better serve our clients.
To read the article, “Trust Company of America is [...]

Technology Update - Liberty

Posted by admin on Sep 29th, 2011 | No Comments

Technology Update
On October 1, we will be launching a new platform to access your investment account online.  You will still access your account by going through the Aubry Group website (http://aubrygroup.com/beyond/client-access/view-account-online/), but starting October 1 you will notice the change once you click on the Aubry Group logo.
Our custodian, Trust Company of America, is now [...]

We’re Moving

Posted by admin on Sep 29th, 2011 | No Comments

We’re Moving!
Starting Saturday, October 1, the Aubry Group, LLC will be doing business from a new location.  About a block away from where we have been for the last three years, our new address will be:
Aubry Group, LLC
2401 E. Washington Street
Suite 200 A-2
Bloomington, IL  61704
The increased use of technology coupled with [...]

Follow the Evidence

Posted by admin on Aug 5th, 2011 | No Comments

OK, what are we going to do NOW?
The first thing we are NOT going to do is panic.  Two things are driving this drop in the global stock markets: fear and lack of understanding.
Secondly, this post is NOT made out of fear, but concern.  Concern not about the markets, but concern about your fears and [...]

What Should We Do Now?

Posted by admin on Aug 1st, 2011 | No Comments

Everyone has loss aversion.  Loss aversion is expecting high returns with little risk and it causes investors to search for investments that do not exist.  This results in either no action being taken or investing in such investments that fail to meet expectations.  Every investor hates to see negative returns; in order to be a [...]

“We’re Almost Out of Runway”

Posted by admin on Jul 29th, 2011 | No Comments

Investors around the world are worrying about the politically-driven drama in Washington, DC.  This drama will likely end with a “deal,” but will it be enough to allay the fears of a downgrade of US debt?
There are really two issues at the heart of the fear of investors:
1.  Default
2.  Downgrade
Default
These are two separate issues even [...]

Sovereign Debt and the Equity Investor

Posted by admin on Jul 29th, 2011 | No Comments

Sovereign Debt and the Equity Investor
Weston Wellington, VP
Dimensional Fund Advisors
Last week we came across an “Economic and Policy Watch” update prepared by a major investment bank that reviewed recent government proposals to address the nation’s funding crisis. Titled “It Just Gets Worse,” the report chided policymakers for actions that “look like a poor cover for [...]

Aubry Group Recognition

Posted by admin on Jan 3rd, 2011 | No Comments

We are pleased to announce that Mark J. Aubry of Aubry Group, LLC has been named to Medical Economics’ “Best Financial Advisors for Doctors 2010″ list. Medical Economics is a national healthcare publication and is the leading business resource for physicians.
While it is Mark that is officially recognized with this award, we [...]