http://aubrygroup.com/beyond Beyond Financial Planning & Evidence-Based Investing for Doctors Mon, 28 Nov 2011 06:00:13 +0000 http://backend.userland.com/rss092 en Click here for the 2011 Quarter 3 "Quarterly Review". http://aubrygroup.com/beyond/2011/10/2011-quarter-3-review/ 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 ... http://aubrygroup.com/beyond/2011/10/living-with-volatility-in-the-new-normal/ 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, ... http://aubrygroup.com/beyond/2011/09/mark-aubry-featured/ 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 ... http://aubrygroup.com/beyond/2011/09/technology-update-liberty/ 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  61704The increased ... http://aubrygroup.com/beyond/2011/09/were-moving/ 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 ... http://aubrygroup.com/beyond/2011/08/follow-the-evidence/ 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; ... http://aubrygroup.com/beyond/2011/08/what-should-we-do-now/ 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 ... http://aubrygroup.com/beyond/2011/07/were-almost-out-of-runway/ Sovereign Debt and the Equity Investor Weston Wellington, VP Dimensional Fund AdvisorsLast 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 ... http://aubrygroup.com/beyond/2011/07/sovereign-debt-and-the-equity-investor/ 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 ... http://aubrygroup.com/beyond/2011/01/aubry-eustice-recognition/