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Fiduciary Wealth Partners
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Transparency, Simplicity, Peace of Mind ®
Transparency, Simplicity, Peace of Mind ®

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"I believe our profession focuses too much on selling performance, pushing products and models. If more firms emphasized open communication over products, there would be greater comfort with our industry as a whole."
- Preston McSwain, Founder and Managing Partner, Fiduciary Wealth Partners

https://www.wsj.com/articles/crucial-elements-in-wealth-management-simplicity-and-transparency-1494506988

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In investing as in politics, it’s wise to stay focused on the evidence.

Don’t be a sheep blindly following what you read or hear into a vote or an investment without remembering what Josh Billings, not Mark Twain said:

“Wisdom doesn’t consist in knowing more that is new, but in knowing less that is false”

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I don't have a crystal ball, but I am confident about one thing: The financial media will continue to write headlines based on economic forecasts from economists and analysts, and many of those forecasts will turn out to be wrong.

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Until yesterday when Apple released what were called "disappointing earnings", only one downward earnings revision was published over the previous 30 days.  Even more concerning as it relates to analysts projections, as of one month ago, only one moderate or strong sell rating existed.

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Taxes - If you pay them, be sure to properly evaluate the appropriateness of hedge funds based on after-tax returns.

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Hearing Janet Yellen speak at the Economic Club of New York was impressive and markets moved, but my thoughts kept coming back to the following question from a client:
 
"Are Federal Reserve forecasts accurate?"

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Your brain gets fried on drugs and it also gets fried on money and the market.  Try to take a step back from the day to day volatility of the stock market and "Just Say No" to emotional decisions.

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