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 had a very enjoyable conversation recently with Sean McLaughlin on his podcast “Trading with @chicagosean.”  We talked a lot about my formative years and how that prepared me for an unlikely career in the financial industry.

My favorite pair of dress shoes are cordovan, which is a deep reddish tone.  I love these shoes because it’s a color I don’t see around too often, but also because I ripped them the first day I wore them.

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…

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…

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)…