Category Archives: Asset Allocation

Today’s headlines are rarely the same as what history’s judgement is going to be

Photo courtesy FaceBook Jonathan here: Went to Stamey’s for a late lunch, all by myself. I was really looking forward to three four things: a world class hot dog all the way (that’s mustard, chili, onions, and Cole slaw for … Continue reading

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Asset Allocations, Starting Points, and Diversification

Justin here. I ran across this great (short) video from Roger Ibbotson (the unofficial father of market research) about asset allocation, starting points, and diversification. At JSCO, we talk a lot with clients about how much an investor’s return depends … Continue reading

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Paul Krugman Thoughts

Justin here. I went with a friend last night to see Paul Krugman speak at the Guilford College Bryan Series. I’ve got a number of things on my plate today so my review/thoughts will be brief. Best Quote: “We can … Continue reading

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What’s important Part II – Dividends, Diversification, and Safety

Jonathan here: One of the two best best ideas we’ve ever had is having an enduring investment process. The other is focusing more energy and resources on process than on outcome. In What’s Important Part II, we explore three ordinary but frequently underestimated … Continue reading

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