Horses and Wine

Midmorning today we headed out to DevonWood Equestrian Center for the 10th Annual Dressage Horse Show. The grounds are manicured. Not overly manicured. Just right. There are two indoor arenas,  five outdoor arenas and a lake. The main building housing one of the arenas, is surrounded by some 40 horse stalls divided equally on each […]

Know Your Risk

Before anyone decides to invest – ask yourself, “How much downside risk am I willing to take?” There are only two types of risk: system risk and specific risk. System Risk is the market(s) as a whole. Specific Risk is one stock or one bond. By investing in only one market (US), or by holding only […]

The 4th of July

I found this on “Have you ever wondered what happened to the 56 men who signed the Declaration of Independence? Five signers were captured by the British as traitors, and tortured before they died. Twelve had their homes ransacked and burned. Two lost their sons serving in the Revolutionary Army; another had two sons […]

Tuesday’s “Myths” Presentation

We gave the presentation, “Separating Myths from Truth: The Story of Investing”, to Rick Hug’s CPA office in Portland on Tuesday. The projector refused to cooperate, so we had to prop the laptop on a box on the conference table – very professional. Everyone was served their Subway sandwich and drink of choice. It was […]

Continuing Education for CPAs

We are setting up 16 hours of Continuing Education for CPAs. They will be 2 hour blocks over lunch. The first session begins July 28th, and will be held at the Crowne Plaza Hotel in Lake Oswego. We will be presenting the 8-part Investor Education Series (IES) over a 6 month period. For those of […]

Investor Education Series

We had Part 3 of 8 in our Investor Education Series (IES) – “Examining Your Expectations” last Tuesday. It was great fun, good food, great company, and the information was well-received. The discussion centered around how the market is random and unpredictable. From an investing point of view, the only way to limit your risk […]

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Investor Education Series

I will be giving this presentation tonight at 6:00pm at the Crowne Plaza Hotel in Lake Oswego, Oregon. In this IES (Investor Education Series) program I will help you clarify a consistent market belief and investment strategy to help simplify your investment decisions. A solid, well-understood investment philosophy provides a stable foundation upon which to base […]