“Why doesn’t my portfolio always go up when the market goes up?”

By: Sam Swift, CFA, CFP® This is a question I receive from time to time, especially when the S&P 500 has been one of the best performing asset classes as it has been recently. My first response is always to question why we’re looking at daily returns (repeat with me: daily returns are random, … [Read more...]

Eight Principles to Focus On

By: Sam Swift, CFA, CFP® In times of significant stock market declines, it’s good to step back and remember a few key principles. This is normal Over the past century, U.S. stock markets have experienced a drop of 10% about once per year on average. They experienced a drop of 20% about … [Read more...]

The Wizardry of Dr. Oz – the Problem with Mixing Advice and Entertainment

By: Sam Swift, CFA, CFP® You may have seen that Dr. Oz has been in the news recently, and not in a positive way. For those that may not know, Dr. Oz came to fame after appearing as a health expert on Oprah’s show for many years and has been hosting his own show for the past five years. The recent … [Read more...]

Letting Emotion Cloud Reality

By: Sam Swift, CFA, CFP® My wife and I were playing golf a couple weeks ago and were paired up with a very nice individual. He was a doctor who turned out to be extremely sociable and made our day on the links extra pleasant. At one point, though, he asked a question after he found out I was a … [Read more...]

The most non-news piece of news yet and what it means for you

By: Sam Swift, CFA, CFP® It was a big week for me as I came across an article that might have jumped to the top of my “favorite local news stories of all time” list. I mean, I’ve seen some pretty terrific (read: terrible) market headlines in my day, but good golly: “Some people nervous after … [Read more...]

Confidence in the Face of Uncertainty

By: Sam Swift, CFA, CFP® Over the last few weeks, I’ve noticed a sharp uptick in cautionary pieces arguing that investors should be wary of these market highs. Many of these arguments, it should be noted, have been put forth over the last five years by the same players—if you say something often … [Read more...]


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Home Bottom #3 Widget

This is a widgeted area which is called Home Bottom #3. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Top widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.

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