Month

September 2014
On behalf of our Chief Investment Officer Tim Travis… Hello Everybody, For those of you that have followed me for a while, you likely know that there are few money managers that I regard as highly as Bruce Berkowitz of Fairholme Funds.  Similarly to T&T Capital Management, Berkowitz runs a focused portfolio and has no...
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Carl Gustav Jacob Jacobi, the famous German mathematician from the 1800s, said “man muss immer umkehren” which translates to “invert, always invert.”  From my experience as an investment manager and as an ardent student of history, I’ve found that identifying the characteristics which make for unsuccessful investing can be just as helpful as identifying the...
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On behalf of our Chief Investment Officer Tim Travis… Hello Everybody, In today’s WSJ, there is an interesting article about the largest U.S. pension plan’s decision to exit their hedge fund portion of the portfolio.  The rationale behind the decision is that the hedge funds have underperformed the overall market and the costs are higher...
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Record low interest rates have had severe consequences on retirees and net-savers that have found that they are having to work until much later in life than they initially had expected, as the investment income is just not there due to anemic bond yields.  The Federal Reserve’s Quantitative Easing program has forced many investors to...
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Due to the Federal Reserve’s zero interest rate policy (ZIRP) and quantitative easing measures, retirees and savers find themselves with very few investment options for generating much needed income.  Conventionally, as people get closer to retirement or are indeed actually retired, financial advisors have recommended a shift towards income-generating investments such as bonds and annuities. ...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
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