• Strategic vs. Tactical Investing

    How do these investment approaches differ? Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe the same investment approach.  While both approaches involve the periodic adjustment of a portfolio and holding portfolio assets in varied investment classes, they differ in one key respect….

  • 3,453 Day Bull Run

    On Wednesday, the bull market turned 3,453 days old. By most definitions, that is the longest bull run on record. Since the financial crisis bottomed on March 9th, 2009, the S&P 500 has risen more than 300%. Quite a historic run! While it’s important to acknowledge the record bull run. It’s also important to keep…

  • Madness in March

      It’s that time of year again – MARCH MADNESS! Those who know me well, know that I absolutely love this time of year. The culmination of the basketball season is, for those good enough, an invitation to participate in perhaps the ultimate tournament showcase. It only happens once a year and seems to captivate…