4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

Phone: 949-576-2372
Fax: 949-502-6629

Investment Strategy

I Should Have

“ . . . A man has rigged up a turkey trap with a trail of corn leading into a big box with a hinged door. The man holds a long piece of twine connected to the door that he can use to pull the door shut once enough turkeys have wandered into the box. […]

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Who Do You Trust?

Who Do You Trust? was an American television game show, originally hosted by comedian Johnny Carson, which aired from 1957 to 1963. The series was initially emceed by Carson and announced by Bill Nimmo. A year into the run, Nimmo was replaced by Ed McMahon. Carson and McMahon departed in 1962 when Carson was hired to […]

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Apologies?!

“I know you ‘warned’ that you’d be too busy this week to pen your daily musings, but that doesn’t mean you’re not missed! (especially when 2713 on the S&P is making it harder to wait for the pullback—let alone a full retest, as others still opine—to reinvest the partial (I stress ‘partial’) cash recently raised). […]

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Time

“Time is Archimedes’ Lever in Investing – Archimedes is often quoted as saying, ‘Give me a lever long enough and I can move the earth.’ In investing, that lever is time. The length of time investments will be held, the period of time over which investment results will be measured and judged, is the single […]

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