Template Title

Fears of Executive Overreach Are Not New

by: Lawrence Hamtil  on Monday, January 30, 2017

President Trump’s executive order temporarily banning travel from certain countries is certainly a hotbed issue, and it goes without saying that everyone has a strong opinion on the matter.  I have neither the expertise nor the desire to discuss the political and legal ramifications of the travel ban.  However, as this is a financial column, there is one aspect of the matter that I do think is worth discussing as it may have an impact on the markets and your portfolios.  That is the notion that such executive orders as Mr. Trump’s may test our nation’s dedication to the rule of law, and, by extension, threaten the stability of our financial markets. Read More

A Profitable Industry You've Likely Never Considered

by: Lawrence Hamtil  on Friday, January 13, 2017

A recurring theme in my posts is that oftentimes some of the best investment opportunities are not the "celebrity stocks" that get a lot of media attention, but rather the companies like WD-40 and industries like self-storage that are ignored, perhaps because they are boring, and even because few know they can invest in them.   Read More

Joseph C. Dekat, R.I.P.

by: Lawrence Hamtil  on Thursday, January 12, 2017

Joseph C. Dekat passed away yesterday at the age of 64.  Joe was the individual who first hired me in the financial services industry, taking me on as a portfolio assistant when I was still in college.  That Joe hired me then was a leap of faith on his part; at the time, I was more interested in economics than personal finance, and I had only the most rudimentary of skill sets when it came to asset allocation and portfolio modeling.  Read More

How Differences in Composition Distort Market Valuation Differences

by: Lawrence Hamtil  on Friday, January 06, 2017

For several years now, many financial commentators have remarked on how elevated valuation multiples are for US stocks.  Many have noted that US stocks appear especially expensive when compared to what investors would pay for stocks in other markets around the globe. Read More