Optimism vs. Pessimism: The Critical Impact on Your Investments

In the past, when I lectured on various investment topics to audiences of all types (professionals, students, MBAs, bankers, active traders, pension funds, retirees etc.) I have often been asked the two questions that many people in my field receive: What are some of your greatest successes? What are some of your greatest failures? I…

0 comments

Healthcare: In the Running for a Gold Medal

We are approaching the final stretch in 2017 with summer fading away and fall lurking in the midst. We couldn’t be happier with the healthcare sector so far in 2017. After a rare underperformance last year, the sector has come roaring back and – with the exception of the technology sector – the S&P 500…

0 comments

Biotech Breakout

Back in mid-July we posted some thoughts on the biotech sector. We suspected that the correction may have run its course and that the worst was over. Recent action gives further evidence that biotech may begin to perform more in line with the market or perhaps even outperform. The iShares Nasdaq Biotech ETF (Ticker: IBB)…

0 comments

Death by a Thousand Cuts

Much has been written about the average investor’s inability to “beat the market” and to earn substantial wealth investing in the markets.  Personally, I have had my share of success and failures in the market but have nonetheless  done well with my portfolio—particularly in healthcare. I recently reviewed the portfolio of a former coworker who…

0 comments

For Women Only…

The Gender Retirement Gap Back in March of this year, we wrote about an interesting article penned by Diane Garnick. Diane is regarded as one of the brightest minds on Wall Street and currently works at one of the largest money managers in the world—TIAA where she is the Managing Director and Chief Income Strategist.…

0 comments