Make More. Keep More. Give More.

I wanted to publish this second part to what I started some time ago.  Unfortunately a couple of deaths in the family, Christmas, and the holidays all conspired to take my focus away from completing this.
Originally, I wanted to get this done as a means of recommending people rebalance their portfolios in the fall/November time frame.  As we can see, now, despite seasonality being in our favour, the markets are off the November highs.  It should go to...

Sell In May
Few advisors will ever tell us to "Sell in May, and go away".  While I believe in the affects of seasonality, the argument has been made that abandoning the stock markets every May, may not be as reliable as some studies would indicate.  For one, the...

Mr. Greg Pollock, President and CEO of Advocis
on Lang and O'Leary
Where To Find It

How Much Is Enough?
I love how Cramer talks about going to movies to distract himself from the stock markets when his fund was up big going into the end of the year.  I can't say that is the approach I am taking, but currently I am very, very careful about putting new money...