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In the news: Greece issues 5-year bonds

It’s hard to be shocked anymore in this bond market, but what happened the other day did jar me a bit. Greece, the country that was forced to restructure by the EU and shafted their debt holders a couple of years ago with a haircut and reduction in coupon rate after the international bailout, was… Continue reading →



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Passive investing primer

Over the last several years, a debate between “passive” and “active” management has been raging in the investment industry. So far, the passive approach is winning – with the majority of net investment dollars recently flowing into index-oriented mutual funds and Exchange Traded Funds (ETFs). Passive investing has become so popular that we thought it… Continue reading →



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Podcast: First quarter earnings check in

Companies across the board continue to release their Q1 earnings, but we thought it was a nice time to check in on the earnings calls that have been announced so far, the general trend and trajectory for some of these companies, and what investors should keep in mind as it relates to the data and… Continue reading →



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Money market reform finalized

As a follow up to last year’s discussion on proposed money market reforms, we can now report that the U.S. Securities and Exchange Commission (SEC) has finished its work, and the reforms have been finalized. The new rules, which will go into effect in October of this year, were put in place in order to… Continue reading →



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The Peter Principle

Peter Lynch, legendary manager of the Fidelity Magellan Fund and one of the greatest investors of all time, once said that you should “never invest in any idea you cannot illustrate with a crayon.” With this simple concept in mind, we present brief sketches of each of the 20 largest positions in our individual securities… Continue reading →



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