…an independent advisory firm building wealth with active portfolio management

Category: 2. Strategy

  • What worked in 2013 probably won’t in 2014

    It’s said that at the start of a new conflict the Generals go to battle using old tactics from the previous war.  Investors are often guilty of the same sin. Social media, Biotech, IPOs, dividend paying stocks- all high fliers in 2013.  As was much of the market.  At the other extreme, commodities were mostly…