Strategy Allocations for November 2021
Folks living in the northern regions of the US will recognize the saying "The frost is on the pumpkin." For every northerner, the first frost is a strong demarcation between the warm days of [...]
Stone Barn Strategy Updates – 08/20/19
From: Paul Montgomery <paul@scotiapartners.com> Sent: Wednesday, August 21, 2019 9:58 AM To: Paul Montgomery <paul@scotiapartners.com> Subject: Stone Barn Strategy Updates - 08/20/19 Stone Barn NDX Moderate Portfolio Statistics as of Close 08/20/19 Return [...]
Fact or Fiction – Market Losses Don’t Count if You Don’t Sell Your Holdings?
During a long trip to Ohio last weekend, Paul listened to some motivational and interesting podcasts. One of them mentioned a website that provides investment advisory services to 401k investors. This is all [...]
Recommended Allocations for July, 2019
Below are the allocation recommendations for the month of July, 2019. Green Cells indicate a buy. Red Cells indicate a Sell. Yellow Cells indicate a hold. See the blog article "How do I enter and [...]
Perspective Is All In How You Look At It
Is a 12% drop in the SP500 a lot? OF COURSE IT IS!! - But market movements need to be put into perspective. Before jumping off a cliff of desperation and fear, [...]
Model Returns Vs. Real Time Returns
We get asked this question frequently..."Why are my account returns different than the model returns you report in your fact sheets?" Really good question! The Old Guys work through a presentation looking [...]