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  • Philadelphia AB-3WM
    1735 Market St Philadelphia, PA 19103-7501 T: 215.563.2300 F: 267.519.1501 TF: 800.443.7500
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Signal to Noise Ratio: Reducing Investment Noise | Spring 2024
5/6/2025 12:43:00 PM
The Signal-to-noise ratio (SNR) is a science and engineering measure referring to the ratio of desir...
Markets & Investing
Looking for a Needle in a Haystack
2/6/2025 1:53:00 PM
You’ve heard the phrase, “It’s like looking for a needle in a haystack.” It conjures up images of fr...
Markets & Investing
The Myths and Dangers of Portfolio Rebalancing
3/15/2024 10:45:00 AM
The goal of creating financial wealth is to meet financial obligations, known and yet to come. One i...
Markets & Investing
The Eaves of Concentration and Diversification
11/30/2023 12:01:00 PM
Advice on meeting investment goals is often positioned as right or wrong. We believe both sides shou...
Markets & Investing
Chasing Yield - The Cardinal Sin of Income Investors. Our Guide to the Major Risks
6/7/2023 1:05:00 PM
Anyone want more income? "Chasing yield" is the derogatory term from taking known and unknown risks ...
Markets & Investing
Growth Investing vs. Value Investing. Which is Better for These Times?
9/20/2022 10:14:00 AM
We hear a lot of discussion about what type of investing is better, and perhaps “less risky,” for th...
Markets & Investing
The Seeds of the Next Bull Market Have Already Been Planted
9/20/2022 10:10:00 AM
The last bull market was a product of many factors – low interest rates, lots of printed fiat money,...
Markets & Investing
The Stock Market’s Wind
5/26/2022 12:53:00 PM
Indeed, nothing in nature is wasted. Gross as they may seem, even maggots have an important role as ...
Markets & Investing
The Inflation Fire Extinguisher
1/27/2022 8:15:00 AM
“We didn’t start the fire. It was always burning since the world’s been turning. We didn’t start the...
Markets & Investing
Ten Investment Life Lessons I Shared With My Children
7/20/2021 11:40:00 AM
I started writing these quarterly letters in 1997. Following the birth of my son, I wrote about the ...
Markets & Investing
Darwin, Punctuated Equilibrium and the Stock Market
7/20/2021 10:32:00 AM
During a speech at Carnegie Mellon1 , Tom Siebel, founder of Siebel Systems and now C3.ai, an artifi...
Markets & Investing
Concentrated Stock Positions - Good or Bad?
3/3/2021 11:10:00 AM
In 1976, Ronald Wayne, Apple’s third co-founder, sold his 10% share to Steve Jobs and Steve Wozniak ...
Markets & Investing
Big Picture or "Thematic Investing"
3/3/2021 11:08:00 AM
Years ago the "newspaper" included the "news", "sports" and somewhere in the middle the "business" s...
Markets & Investing
The "Great Housecleaning of 2020" and the "New Economy"
7/14/2020 10:38:00 AM
Is it time for a "housecleaning" of your portfolio? Are you positioned for a "New Economy". "Unprece...
Markets & Investing
The Cardinal Rule of Investing For These Times
4/30/2020 12:00:00 AM
“In the end, how your investments behave is much less important than how you behave” -Value investo...
Markets & Investing
2019 Fall The S&P 500 Index is not the North Star
10/21/2019 12:00:00 AM
Fall 2019
“Nothing is more dangerous than an obvious fact”

— Sherlock Holmes

Markets & Investing
Worried about a Market Decline? Open this Newsletter
8/4/2017 12:00:00 AM
Spring 2017

A stock’s current price is not automatically indicative of its value, but rather, the market’s emotion at the time.

Markets & Investing
Some Important, Overlooked and Even Ignored Secrets to Investment Success
8/3/2017 12:00:00 AM
Winter 2017

Every Investor and/or their advisor must have a personal investment philosophy.

Markets & Investing
Technology's Danger to Investors
8/2/2017 12:00:00 AM
Fall 2016

Remember, technology cannot help you "calculate" your way to investment success.

Markets & Investing
Smooth Seas does not a Skilled Mariner Make
8/1/2017 12:00:00 AM
Spring 2016

In order to successfully navigate market cycles, investors should learn how to recognize, control and harness their emotions.

Markets & Investing
Have we simplified investing yet?
7/27/2017 12:00:00 AM
Fall 2015
“Simplicity is the ultimate sophistication”

Leonardo da Vinci

Markets & Investing
Performance vs. Results Which Do You Want
7/26/2017 12:00:00 AM
Summer 2015

If performance is your #1 investment goal, then the S&P 500 was a good place to invest last year.

Markets & Investing
Performance vs. Results Which Do You Want
7/26/2017 12:00:00 AM
Summer 2015

If performance is your #1 investment goal, then the S&P 500 was a good place to invest last year.

Markets & Investing
Don't Confuse Brains With a Bull Market
7/25/2017 12:00:00 AM
Spring 2015

Got FOMO? The most insidious danger of a bull market is when it causes investors to lose their ability to think critically.

Markets & Investing
Is it time to Sell
7/21/2017 12:00:00 AM
Fall 2014

Investors perpetually ask me two questions: 1. When do I think a correction or crash is coming and.

Markets & Investing
The “work” of investing
7/21/2017 12:00:00 AM
Winter 2014

Data is all around us. Actually, it always has been, though lately we seem to be obsessed with it

Markets & Investing
Selling Too Early: What's the Rush?
7/20/2017 12:00:00 AM
Summer 2014

The role of “time” is often overlooked – let compounding do the work.

Markets & Investing
Missing an opportunity, or losing money?
7/19/2017 12:00:00 AM
Fall 2013
“I am always willing to learn, though I am not always willing to be taught”

– Winston Churchill

Markets & Investing
Voting Machine Versus Weighing Machine
7/18/2017 12:00:00 AM
Summer 2013

Today's diverse investment vehicles may lead Investors to believe they have an almost "magical ability" to make wise investment decisions.

Markets & Investing
Alexander Hamilton’s Revolutionary Idea
7/18/2017 12:00:00 AM
Spring 2013

“In disquisitions of every kind there are certain primary truths, or first principles

Markets & Investing
Beware, The S&P Has No Fear
7/17/2017 12:00:00 AM
Spring 2013

Like drivers, investors are prone to simply “jump in and go”. This is not recommended for drivers or investors.

Markets & Investing

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Boris Kaplan Putrich Group

Raymond James, Alex. BrownRaymond James, Alex. Brown
  • 1735 Market St Philadelphia, PA 19103-7501
  • T: 215.563.2300
  • F: 267.519.1501
  • TF: 800.443.7500
  • Map & Directions
  • Map & Directions

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