Lessons From a Family Investment Guru

I spent last weekend surrounded by the happy chaos of a family reunion.  Thirty-four of us hung out together for two and a half days, and 20 people (ages 1 – 80) spent two nights at our house spread out in sleeping bags, beds and couches.  We ate too much, played uber-competitive cornhole, and stayed up late talking. One of my cousins is a radiologist, so he inevitably gets asked questions about changes in health care or a medical issue someone’s having.  Another cousin, who graduated with her PhD when she was about 22… [read more]
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Taking Stock of Our Stuff

Dimensional Fund Advisors’ Real Estate Securities Portfolio is the fund we use to gain exposure to U.S. Real Estate, the best performing asset class in our portfolios so far this year, up more than 20%.  The second largest holding in this fund is Public Storage, whose trademark orange garage doors are a familiar sight all over the country. If you know anything about our investment philosophy, you know I’m not here to tout an individual stock, but I bring this up because one of the many drivers in this fund’s success is, directly or… [read more]
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Travel Tips

We often have the good fortune of traveling to exciting locations both domestically and abroad vicariously through our clients.  In sharing stories of good experiences and bad we tend to pick up a fair amount of great advice.   In fact, a very successful lunch & learn in 2013 brought clients together to share their own stories with one another. To further those efforts, we thought we’d take some time in this week’s blog to share some of the latest and greatest tips we have for those making their late summer or fall travel plans. Where [read more]
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The Weight of Worry

Each year my husband’s family comes together from Texas, Ohio, New Jersey, Georgia and Florida over the July 4th holiday to reconnect with one another. Everyone from my 80 year-old in-laws to our 8 year old nephew spent time together at the beach over the past week, and my mother-in-law treated us to a 4th of July cook-out where we all ate too much and played games in the backyard afterwards. This year, hurricane Arthur threatened to delay flights and cancel our plans. My husband, who has always been an avid weather watcher, bounced between… [read more]
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The Challenge of Good-Enough

“Good is the enemy of great.” This is the opening line of Jim Collins’ best-selling book Good to Great. The book, released in 2001 and considered one of the essential business reads of the last decade, was standard issue to MBA students while I was in business school and still ranks among Amazon’s top sellers. While not without its controversy over time, Collins set out to illustrate the commonalities in how companies moved from the world of good enough to achieving greatness. In our business, one of our biggest enemies is “good enough”. We… [read more]
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