Breaking Even and Beyond
Just about all investors are glad that 2008 is behind us. We now know that the stock markets peaked in early October of 2007 and have hit what many have called a “generational low” on March 9th, 2009. (The Aubry Group portfolios actually bottomed on the last day of February.) Since the beginning of March, [...]
Time in the Market vs. Timing the Market
Recently, while waiting for my flight from Minneapolis to Detroit, I decided to read the funny pages - ahem, sorry, the personal finance magazines in one of the book stores at the airport. What initially struck me while I read was this…in several publications, ”experts” were boldy proclaiming that ”now is the time to get back into the market,” [...]
Profoundly Different: Here is the Evidence
Profoundly Different: Here is the Evidence
Writing in Financial Advisor Magazine, Mitch Politzer, the president of a consulting group, wrote an article called “Managing In a Post-Economic Crises Era.” In the article, Mr. Politzer discusses how financial advisors should be shaping their practices to not only meet the changing perceptions of clients, but also the changes in [...]
Why the Increase in the Stock Market?
For quite some time, the question asked by most investors was: “Why does the stock market keep going down?” But now, the question that’s being asked is: “Why does the stock market keep going up?” When we consider some recent headlines, the rise in the market may not seem to make any sense.
“Worries Over [...]
The Elusive, White Whale
If you have a certain proclivity to stay focused on the financial media, especially over the last week or so, you would have noticed the current rally that seems to have snuck up on most investors.
If you have recently opened your first quarter statement however, you might find this rally a little hard to believe. [...]
Stock Picking - Wise Investing or Fool’s Errand?
Recently, I received an email extolling the virtues and the “secrets” of stock picking and market timing. I simply laughed as I read through the content and then promptly deleted it. The concepts of stock picking and timing markets are actually one of the greatest lies perpetuated by the financial world.
As we all know, 2008 [...]
Control Risk - Get Rewarded; Eliminate Risk - Get Disappointed
It is very hard to find someone that is happy with the performance of their investments over the last year. The current financial maelstrom has caused many investors - and advisors - to pause and re-think not only “risk” but also their investment philosophies.
The advisors at the Aubry Group, however, are neither re-thinking risk, nor [...]
Another Lost Decade?
Recently, I read an article about how the decade of the 2000s was being compared to the 1930s and the 1970s. Many people regard these decades (1930s and 1970s) as “lost decades” when it comes to investing. The reason for this is the relatively low returns of the S&P 500. However, to consider these decades [...]
Fear of the Future Or Fear of the Present?
While driving in my car recently, I caught a radio talk show that had as its featured guest, a therapist. What caught my attention most was the therapist’s definition of anxiety. The therapist told the host that her definition of anxiety is “the fear of what could happen in the future.”
Even though this radio talk [...]
“Déjà vu, all over again”
Dear Clients and Friends,
“Déjà vu, all over again”
Our apologies to the great Yankees’ catcher, Yogi Berra, but that’s what it appears to be. We are being told that consumer confidence is plummeting and that the “weakening economy” is “rattling consumer and investor confidence.” And why not? There is a housing recession (notice I said housing [...]
Aubry Group, LLC
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