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…

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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…

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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…

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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.…

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Paradise Lost: The Adverse Impact of Patent Loss on Big Pharma

In researching our next issue, I was looking at Value Line revenue forecasts for some of the largest pharmaceutical companies in the world. The numbers were not at all encouraging and they served as a painful reminder why our expectations are for tepid growth in this area. While the dividends are attractive, we don’t soon…

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