Monthly Archives: March 2011

 by Lillian C. Jones As it turns out, I am not the only one speaking out about the absurd laws recently passed by California and New York  concerning third party marketers and placement agents. It is clear we need to … Continue reading →

By the Artful Watcher  For many years the legendary Monty Hall, the host of “Let’s make a Deal”, entertained us. He always asked us to choose what was behind door number one, door number two, or door number three? Today … Continue reading →

by Lillian C. Jones On March 4, 2011, Anthony Scaramucci, well known author and hedge fund entrepreneur, accepted an award at the annual Hedge Funds Care gala in NYC.  He said he believes hedge fund managers should donate to charities … Continue reading →

  March 14, 2011 Dear Friend,   Last week Treasurer Poliquin addressed the Presque Isle Rotary members about Maine’s $4.3 billion pension shortfall for teachers and state employees.  Click on the link below to view the 1:34 minute video.    … Continue reading →

What is your competitive advantage? is the common question asked of investment managers. Without a competitive advantage they have no edge, no expected ability to generate competitive returns, no chance of getting in front of the people with the power … Continue reading →

The short answer is yes. However, the real dilemma is should it be fixed or dynamic? The importance of asset allocation can be argued and has been since the seminal study published in 1986 by Brinson, Hood and Beebower entitled … Continue reading →

by the Artful Watcher Through the years the consulting process generally worked well. The consultant helped the client define their objectives, determined an asset allocation designed to meet those objectives, hired investment managers to implement the plan and evaluate the … Continue reading →