Due Diligence

An important part of the investment process is the due diligence involved. What is your investment process and strategy? If you don’t have one, putting the work in to develop your strategy that is in line with your risk tolerance and other individual suitability factors is a good first step. Then do your homework and…

How Much Diversification is Enough?

Studies have shown that diversification benefits diminish after 30 stocks in a Portfolio. Source: DeMarzo, Peter, and Jarrad Harford. “Chapter 12 Systematic Risk and the Equity Risk Premium.” However, some investment managers add more and more securities to portfolios as they raise assets. The practice of adding too many securities for diversification purposes has significantly…

How to Find More Time in Your Day

Ever feel like there aren’t enough hours in the day? Of course, you do. More often than not, the typical American family consists of two working parents and two children. According to the New York Times, from 1960 to 1980, the number of married women in the paid labor force nearly doubled, from 12 million…

My First Blog Post

Today is November 7, 2017 and I have officially started my new blog, See The Forest Through The Trees.  In this blog, I aim to put conventional thinking to the test.