Past and Future
As one develops an investment strategy, it's important to not only consider what has worked in the past but what might work in the future
I thought it might be helpful to insert some rational information into our current environment given the craze around short selling, day trading, short term
Cash and Investment Strategy
Market Rally
It's fair to say that the market run we have seen over the course of the last two weeks has been unexpected. Many
Election Uncertainty
There is a lot to be said about the election and how it will impact investment strategy. It’s a complicated topic, so this week I am
Rebalancing
Rebalancing a portfolio is a strategy that has proven the test of time and is an important part of maintaining a portfolio that is balanced
Last week I shared with you the reasons why I believe the market has rallied despite all the current negative news. Many readers were pleased to understand my
DWM Strategy in Uncertain Times
It’s true we are currently living in unprecedented times; who would’ve ever thought this type of pandemic would cripple the
While some might think that investing is purely a rational exercise, that certainly does not seem to be the case for many investors. Emotion and sentiment drive
Insight on DWM’s Investment Process
I had an interesting conversation with a sophisticated investor this morning asking us about our investment process. His
With headlines related to the economy and COVID-19 news coming so quickly, it makes for difficult short- term investment conditions. This challenging
