Blog

"Having a proper plan, staying level-headed, employing a disciplined process of rebalancing and due diligence at all times is a strategy for long-term investing success."

With the support of sponsors, donors and volunteers the Merrymount 'Merry Gras' event raised approximately $90,000 to be directed to Merrymount’s Crisis Residential/Respite Program. At $227/night/child, approximately 400 children will have a safe place...

Equity markets were generally flat over the past week. But, the more noticeable action occurred in the bond markets, where an increase in yields has gained steam of late. This left investors wondering whether they should be reassured as it’s another sign...

Half finance / half life post. I just watched the "Framing Britney Spears" Hulu movie with my wife. It's sad. My daughter is turning 8 and she always tells me she wants to be a Youtube star / Taylor Swift / an artist. I don't want to squash her dreams...

Energy is quietly making a comeback! Like always OPEC is a wildcard. COVID cases are falling, but a third/fourth wave remains a possibility.

Signs of market excess, what is a SPAC'? JNJ's one-shot vaccine is looking to be the third approved in the US.

Mark Schmehl spoke at Fidelity's annual advisor day (Vision 2021) last week on Jan. 27th Please find our notes on Mark's Positive Change Investing strategy.

Please find notes from Fidelity's PM Mark Schmehl who participated in RBC's Portfolio Management Conference in mid- January.

“I can calculate the motion of heavenly bodies , but not the madness of people” – Isaac Newton Gamestop (GME) shares were up over 1000% this week. They are up over 1900% in the past 3 weeks. The entire world of finance, cable news networks, Twitter feeds...