As I grow older, I pay less attention to what men say. I just watch what they do.
May 27, 2016
“How would you like your business card to read?” the office receptionist asked. “Francis Patrick Boland,” I answered. It was an outlandish statement on my part. Everyone around me had a nick name. I did not. But then I wasn’t an upper-class Boston Brahmin. “Might as well put my Irish heritage up front,” I thought. It was the spring of...
March 29, 2016
How often have you heard an investment management firm discuss or write about their sell discipline? Probably never! Most firms don’t have one. I was, in fact, in the investment business for 35 years before I fully realized its importance. Even then, it wasn’t my epiphany. The realization was forced on me by a client who became a friend...
January 27, 2016
An economic paradigm shift occurs over a long period of time. As a consequence, it is often not recognized by most people as it is happening. This seems to be the present situation with China. It is not until a new paradigm reaches an inflection point of change that it becomes obvious ... at least to some. My belief is that we in the...
January 21, 2016
Market Update
January 14, 2016
We are sending this note to give you our perspective on the recent global market turmoil and volatility. We realize these periods can be very unsettling and stressful. It’s difficult to keep your cool when the 24/7 news cycle is on high alert as these events unfold. While...
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