Due Diligence Posted on May 22, 2017 By Matt When it comes to money manager due diligence, some flags are redder than others. Investment process and expense ratios are important, but making sure your money manager didn’t just settle with the federal regulators for $5 million and get barred from trading by the futures industry FOR LIFE is probably… Read more
News Two Years Posted on May 12, 2017May 9, 2017 By Matt I set up this website two years ago with no particular goal in mind. I just wanted to see how difficult it was to buy a domain and start a blog. It turns out that the set up was the easy part. The writing is harder. For the first year,… Read more
News News As Drama Posted on May 11, 2017 By Matt Children have trouble focusing their attention. To get my son to turn all his attention to his homework (since when do first graders have homework, anyway?), we often need to mute or turn off the TV. Handheld screens are completely off the table for him unless we are on a… Read more
We Are Hiring Posted on May 9, 2017 By Matt We are hiring a Wealth Management Associate for our Cleveland office. That is a pretty broad title, but what we’re looking for is someone with an accounting or finance undergrad and has or is pursuing a CPA or CFP license. The position will support our lead advisors in providing wealth… Read more
Due Diligence Don’t Turn Your Portfolio into the NFL Draft Posted on April 28, 2017April 27, 2017 By Matt The NFL draft reminds me of picking investments. Lots of hype followed by second-guessing every pick. It’s nice to acquire new talent, but the key to investing is to avoid a bust. Don’t Overthink It Leading up to the NFL draft, the experts on ESPN make and revise their mock… Read more
Investing Three Trades Based on This Week’s Headlines Posted on April 27, 2017 By Matt The two big news items this week are the French election and US tax reform. There was also a big shakeup in the House of Mouse as Disney’s ESPN laid off a significant amount of on-air talent. What’s the best way to trade this news? If you read this blog… Read more
A Note on Structured Notes Posted on April 15, 2017April 13, 2017 By Matt What happens to all the investments we say no to? We are acutely aware of how our invested money performs, but it can be difficult to keep track of the investments that just didn’t make the cut. Did we dodge a bullet? Or did we miss out on a shooting… Read more
Due Diligence Settling for Average Posted on April 13, 2017 By Matt Settling for Average Capital Group is pushing back hard against the passive investing crowd. They make the case that some basic screens (low expenses, manager investing in their own fund, etc) can reveal good managers. I agree with that. The screens I use at Fairway are kind of hilariously basic… Read more
Due Diligence Walk of Shame Posted on April 11, 2017 By Matt Motivation Most people seem to be operating on the same social frequency. I can see this, but I am unable to take part without tremendous effort that feels insincere. Awkward conversation is my forte. Hoping to improve, I observe and try to understand how people interact with one another. One… Read more
News Eventful 24 Hours Posted on April 7, 2017 By Matt The last 24 hours have been eventful. If you need yet another perspective on world events, keep reading. If not, just skip to Other Stuff where it’s less serious. We launched missiles into Syria. This feels like the typical setup where the world calls on the US to act as… Read more