Tags » Portfolio Management

My Portfolio - First Year's Performance - Part I

Early last September I started managing a virtual portfolio using Morningstar’s portfolio manager. I’ve learned a ton by managing this portfolio and I’ve decided to take a few hours and go back over what I did right and what I did wrong. 596 more words


Creating a better investment portfolio

For many people, “investing their portfolio” means picking out some mutual funds and then leaving them alone. With tens of thousands of funds available most people find selection too confusing. 280 more words

Financial Planning

Why Not Create a Tax Credit for Charitable Giving?

Certainly there are people who legitimately need charity.  There are people like craftsmen who are injured in ways such as the loss of limbs that prevents them from earning a living.  1,373 more words

Small Investor

Dave Johnson from Cane Bay Partners: Portfolio Management in 2014

The financial services industry is fast becoming one of the most complex and regulated areas of business. Being able to keep up with rules that seem ever-changing and still maintain a high level of customer service is getting harder and harder for many brokerage firms and others involved in high finance. 351 more words

Cane Bay PArtners

household income and the substitution effect

Yesterday, the Census Bureau released its 2013 annual report on Income and Poverty in the United States.

It showed that median household income in the US was an estimated $51,959 last year, up $180 (whoa, baby!) from the median in 2012.   366 more words

Stock Market

The wrath of Warren Buffett: How Benjamin Moore almost broke his promise

Not long after Berkshire Hathaway acquired Benjamin Moore in 2000, Warren Buffett appeared in a video that was sent to the company’s thousands of independent dealers, who sell the vast majority of Moore paints. 2,902 more words


Travel Schedule / Meeting with Clients - Sept .17 - Returning Sept .29

Current Fixed Dates / Cities


Halifax ,Nova Scotia Canada Sept. 21 2014

New York City,NY Sept. 27 , 2014


Vancouver, Canada Oct . 356 more words

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