We have reason to smile. What a difference a year makes. Let’s look back to March 9th, 2009 versus March 9th, 2010. You may even remember back there in 2009, when we were at the market bottom, how it just felt like it would never end. Dismal market conditions. What a difference that one year [...]
Archive for the ‘Uncategorized’ Category
Best Market Returns in 75 Years
Wednesday, March 10th, 2010Why Own Equities?
Wednesday, February 10th, 2010If you’ve been to one of our quarterly educations, you’ll know that we always do the 20 must-answer questions. And question number two is, “Are you invested in the market?” Usually it’s a pretty simple “yes” or “no” answer because you know whether you’re invested in the market or not. But what’s even more important [...]
Does Government Intervention Cause Lower Market Returns?
Thursday, December 17th, 2009So I’ve been getting some questions recently from some clients that go along something like this, “David, the fact that we’re seeing more government intervention, more government control, higher taxes, more debt, should we be concerned and maybe under-weight U.S. equities and over-weight internationally because equity performance isn’t going to be as good here in [...]
Does China belong in a Free Market Portfolio
Monday, September 28th, 2009Hey, Gang, it’s David Witter, checking in. So does China belong in your portfolio? It’s a common question that I get and I wanted… I was going to share this just with the clients as kind of an update, but I decided to share it with our whole list here, the reason being, I find [...]
Market Rebounds
Monday, August 24th, 2009Hey, Gang, you can probably tell I’m smiling a little bit bigger today. It’s for good reason, but I don’t want to spoil it. I want to get a video out here in the next week or two about that. Some of you already know, but that’ll be coming out soon. But I am excited [...]
Mark to Market Accounting
Thursday, April 2nd, 2009“Hey gang it’s David Witter checking in, feels like its been a long time and I miss you guys. I got back from Romania you say that video, but I wanted to get a message out today, huge day in the market. Because they finally relaxed mark to market accounting. I don’t know how familiar [...]
Blinkers & Investing
Thursday, April 2nd, 2009“Hey guys, David Witter here, and your probably wondering from the title, blinkers and modern portfolio theory, what on Earth is David going to talk about this time? Let me begin with modern portfolio theory. It’s a discussion around if you own multiple market segments like many of you do for your clients, that they [...]
Cost of Capital
Thursday, March 5th, 2009“Hey gang, David Witter checking in, a little different location, trying to mix it up a little bit. Important concept for today, a fundamental concept for investing, it’s called cost of capital. If you walk into a bank and your going to open up a cd, lets say the bank will give you 2%. Now [...]
Golf Event Update
Thursday, January 29th, 2009“Hey guys, David Witter here, hello to my fellow golfers. I am still trying to figure out this new camera so stick with me here. So first off a couple of announcements. Wow awesome golf out there, three days at the tournament, talk about some low scores, looked like the tour our there. What a [...]