Category

PFA Ponderings

Slow down. You move too fast.

By | PFA Ponderings

“Time is what we want most, but what we use worst” -William Penn Time is perhaps the most powerful force in money management. With enough of it, any of us can be the next Warren Buffett.  The “Oracle of Omaha” certainly has smarts to burn. But just as importantly, he’s…

Read More

The SS Hedge

By | PFA Ponderings

Faced with uncertainty in markets and the economy, asset managers, when possible try to hedge away unwanted risk.  They… uh, WE… focus on areas where we can add value through smart decisions; using all of the analytical tools we have at our side.  Sure, we get paid to take risk,…

Read More

Honey, Where’s the cost basis?

By | PFA Ponderings

We’re getting down to ‘crunch time’… just a few weeks to go before April 15 (or for those of us in the states that recognize Patriots’ Day as a holiday, April 16.)  It’s around this time that advisors across America start to get a steady stream of calls that go…

Read More