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Early withdrawal from a 401(k)

Early withdrawal from a 401(k)

I read an article recently which said nearly half Americans cash out of their 401(k) when leaving a job. Over the long term, that is one of the worst financial mistakes an investor can make. The thinking is often that it’s not worth the trouble of saving a small balance. What individuals sometimes don’t... read more

The stock market, the U.S. economy, and the Fed

The stock market, the U.S. economy, and the Fed

Seth Klarman is one of the most successful hedge fund managers of the last 30 years. Some would argue he is the most successful of all time. In his recent 2013 end of year letter, Seth described the current market as analogous to the 1998 film The Truman Show. The film is about a... read more

Using alternative investment strategies to manage risk

Using alternative investment strategies to manage risk

I wanted to share this link to a Reuter’s article I was quoted in on Monday. The article discusses the growth of liquid alternative investment strategies. More hedge funds are looking to move into the exchange traded fund (ETF) space. That’s an exciting development and at IV Lions we spend a lot of time... read more

Follow the smart money, but understand the technicals

Follow the smart money, but understand the technicals

There are a growing number of ETF’s that use the regulatory filings of hedge funds (13f, 13d, 13g) to track their favorite stock holdings in the hope of reaping the benefits without paying the fees or giving up liquidity (most hedge funds require investor’s capital to be locked-up for some period). I recently read... read more

Equity markets get the green light

Equity markets get the green light

Equity investors were feeling slightly queezy for a minute there, but luckily the Fed stepped in to settle nerves. Janet Yellen appeared on Capital Hill for the first time on Tuesday and delivered  a clear and even more dovish message of policy continuity.  More of the same careful cradling of the U.S. economy by... read more

Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith

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