Clean Up On Aisle Three | June 2022

“Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” Warren Buffett Coupons, discounts, sales, clearances, markdowns, etc. represent an old and powerful set of weapons in the marketer’s arsenal. Their ubiquitous use and enduring effectiveness are indicative of how everyone loves a good bargain. Snagging a deal […]

The Paradox of Experience | April 2021

“Experience is simply the name we give our mistakes.” Oscar Wilde Experience is a great teacher and an invaluable commodity.  There is no substitute for it.  Or at least that’s what we tell anyone younger than us. The theory being that the more you see and do, the more knowledge you accumulate.  Collect enough knowledge, […]

Show Me The Data | December 2018

“Only time will tell if it was time well-spent.” Jimmy Buffett With calendars flipping from December to January, we rang in the new year and bid adieu to 2018. For most portfolio managers and investors, this was not a sad farewell. Equities endured their worst performance in a decade, and there was little respite elsewhere, […]

Double Bubble: The ‘Bubble’ Bubble? | April 2018

“Bubble, bubble, you’re in trouble.” Duck Tales As long as humans are involved in the activities of investing and speculating, bubbles will occur. And while policymakers and academics debate whether and how to mitigate or lean against them, it is the job of investors to recognize irrational exuberance and have a plan for dealing with […]

Wealth Professional | March 23, 2018

How ex-army captain’s fund avoids tax bullet? “Many advisors often feel ambushed by the stock market or under-fire from tax changes – but Brian D’Costa is better prepared than most.” Wealth professional View Full Article »