August 10, 2018

Investor Series – Performance

Performance is key. The funny thing about math is that the numbers don’t lie. Portfolio managers can talk all about how complex and sophisticated their strategies are but if the performance is absent, that’s a major problem. In this step of the analysis, we attempt to answer the question of how […]
August 8, 2018

100 Hole Hike

Mark Shone will be playing 100 holes of golf in one day (walking!) to support Youth on Course and need your support! On September 10, I will be participating in a Hundred Hole Hike challenge to raise money and awareness for Youth on Course, which provides its members with access […]
August 3, 2018

Investor Series – The Yield Curve and Why it matters

The yield curve is perhaps the most widely used benchmark when discussing U.S. government debt obligations as well as other fixed income securities. What exactly is it and why does it matter? For bonds having equal credit quality but differing maturity dates, the yield curve is a line that plots the interest […]
July 30, 2018

Investor Series – Process

Analysis of securities is of high importance when providing financial and investment advice. It generally falls into two categories that can be classified as qualitative and quantitative. When performed at a high level, the analysis effectively takes the shape of a blend of art and science. A perfect metaphor is […]
July 11, 2018

Minimizing Risk

Best Practices to Protect Yourself from fraudulent activities or hacking attempts.   Protect your information with these tested strategies: ­   *Secure phone and computer networks with up-to-date antivirus software and take precautions in public hotspots ­ and free Wi-Fi places. *Be password savvy by changing all default passwords especially […]