Feb 2024

  • February 17, 2024

Whether you lose money in an investment or whether someone steals it from you – You lost money! Freezing your Credit reports is something you control to help to protect you from Identify theft. Cybersecurity is an important topic because cybercrime can be very harmful financially. At a very fundamental level there are three typical […]

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Jan 2024

  • January 29, 2024

After the strong financial markets of 2023, the Media will likely talk about how well many of the rich did last year. We believe most serious investors did quite well but more importantly, how so many investors can adopt their approach as well… if they desire to. The financial markets made strong gains in 2023 […]

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Oct 2023

  • October 19, 2023

The financial markets lost ground in Q3. Three of the five asset classes* we follow were lower in Q3; only commodities and Cash equivalents were up.  But, YTD Equities in the US (SP500) and  Internationally (MSCI World Index) were up double digits. We anticipate that well-diversified portfolios will likely be up for 2023, though of […]

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Sep 2023

  • September 12, 2023

If you are in your late 50’s or early 60’s – we think it’s important to take Health Care costs into account as you transition into retirement. Many believe that Medicare covers all healthcare expenses. It does not. According to Fidelity, the well-known investment company, a single person age 65 in 2023 may need about […]

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Aug 2023

  • August 30, 2023

Recessions and Stock Market Recoveries: Aug 2023 is unfolding uneventfully for the financial markets, but since the markets always need something to worry about, Aug’s worry is the Recession (currently imaginary). Here are some thoughts for serious investors to ponder about Recessions and about Stock Market recoveries: 3 facts about market recoveries Fact #1: Recoveries […]

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Aug 2023

  • August 29, 2023

Dushyant Pandit, Managing Director of DorchesterAdvisors, spoke with New York area Penn Entrepreneurs about the investment questions on their mind. He discussed: his investment philosophy and journey, how to separate current fads from true investment opportunities, ways to reduce making missteps in investing, and why the current investment news and long-term investing may be at […]

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Jul 2023

  • July 24, 2023

2023 Q2 Market Review The financial markets continued to gain in Q2. Four of the five asset classes* we follow were higher in Q2; only commodities were down.  In Q2 the US markets were the better performers mainly due to a handful of larger tech stocks. A well-diversified portfolio is an effective all-weather strategy for […]

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Jun 2023

  • June 22, 2023

Estate Planning: Creating a legally binding plan to distribute your assets after your death provides you with the peace of mind that your wishes will be carried out as you desire.  But, to accomplish this, it is crucial that your estate plan meets both Federal and your state’s legal requirements to ensure your final wishes […]

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May 2023

  • May 12, 2023

Cleaning and De-Cluttering your financial records after taxes is a great idea: We believe uncluttered files enable investors to see more clearly and hopefully make better decisions. But, this clean-up process has become more complex. It encompasses decisions like: Which documents to keep? For how long? In which format (digital or physical)? And where (Safe […]

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Apr 2023

  • April 14, 2023

The Banking Crisis is the Problem Du Jour. Our view is that we will find a way to navigate it. Meanwhile, it’s easy to lose sight that Q1 was actually a good quarter for markets following in the footsteps of 2022 Q4 also a good quarter.  2023 Q1 Market review. (pdf)

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