I just returned from a 10-day family vacation in northern Scotland. Fantastic time to reflect on my life, my family, and my work. Lots of adventures and experiences that I’ll look forward to sharing in the coming weeks! One of my goals for 2019 is to read more long-form, timeless wisdom which will further my quest toward being a more thoughtful investor…
Journey to the Expert Level
I have had the honor of performing the last two seasons with the Cleveland Orchestra Chorus. As a financial professional who has always tried to fit music into his life, being able to perform with world-class musicians has been a real pleasure…
What Do You Do When Someone Else is Talking?
“You can’t use these while you’re using this,” I explained to my daughter, pointing to my ears then to my mouth. One of the things no one tells you about being a parent is that you will spend much of your life coaching your children to be better communicators. Unfortunately for many of us, they tend to pick their worst habits from their parents!
Books for Investors March 2019
In the spirit of multidisciplinary learning, I’m trying to post an article once a month with book recommendations. So far in 2019 this has helped me stay true to my commitment to read more long-form, timeless wisdom which will further my quest toward being a more thoughtful investor…
The Perils of Performance Over Process
You Will Never Win If You Never Begin
J.R.R. Tolkien and Lifelong Pursuits
I was in New York this week for client meetings and media interviews. Found some time to swing by the Morgan Library and Museum to explore a visiting exhibit focused on J.R.R. Tolkien. Talk about a lesson in the value of spending a lifetime in the pursuit of creating something special!
On the Predictive Value of Technical Analysis
From the Market Misbehavior mailbag: “What predictive power does technical analysis really have? Sometimes the signals are just plain wrong.” The short answer is that nothing’s perfect, there is no holy grail, and yet I’ve still found technical analysis to be an important piece to a holistic investment process.
Here’s the long answer…
Books for Investors February 2019
Anticipating Next Steps
A recent article on the Airplane Owners and Pilots Association (AOPA) website reminded me of the value of situational awareness and a big picture orientation. I was on one of my first long training flights with my flight instructor, navigating a Cessna 172 from Providence (KPVD) to our home airport of Norwood (KOWD)…