Category: Investment Strategy

Investor Patience

Investor Patience as a Quality Attribute The performance of hot stocks like NVIDIA, Palantir, Coinbase, and Robinhood make investors envious.  Shares bought in the past year have seen tremendous gains in these and other high growth companies.  The short-term market losses in these companies from April of this year or during most of 2022 were… Read More »

Dividends for All

100$ Cash Present in a Person's Jeans in Bedford, NH

Waiting to take off on a flight back to New Hampshire after meeting clients in Florida recently, I had time to reflect on my client visits in the Sunshine State. Among the people I visited were a successful third generation business owner in his thirties, a retiree in his seventies, a business owner in her… Read More »

Artificial Intelligence and Real Profits

While walking my dog Max this morning, I thought of the idea for this article and decided to ask ChatGPT some questions.  Immediately, I got back useful information to write the article after our walk. Before writing this article, I had access to the free version of ChatGPT but due to the content limitation, I… Read More »

Surviving a Bear Market

Digital screen representing a value of stock in Bedford, NH

Throughout my money management career spanning nearly thirty years, I have experienced bear markets, on average every five years.  A bear market is defined as a correction of 20% or more. My experience managing money for my family and clients all this time closely matches the historical record of a bear market occurring every five… Read More »