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…

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…

“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!

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…

When sports betting sites are looking to promote their services, how often do they highlight the average gains (or losses) of participants?  Never. It’s way more effective to focus on the relatively small number of players that have achieved exceptional results…

As I fired up Bloomberg this morning, I was greeted with a powerful quote of the day.  “You will never win if you never begin,” suggested early 20th century journalist Helen Rowland. Sounds easy…

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!

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…

Slowly but surely I’m chipping away at the library of books I’ve assembled over the years.  I’ve often found that the best investors are insatiable readers.  And they’re not reading just anything, they’re reading long-form content that will help challenge their thinking and expand their horizons.

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)…