by Joe Miramonti | Oct 7, 2016 | Commentary
Investors perceive advisors as often wanting to keep them in the dark. This article from Financial Advisor IQ suggests a more enlightened approach driven by the experience of hiqh quality, his integrity advisors. Bottom…
by Joe Miramonti | Sep 30, 2016 | Commentary
Gen. Robert H. Barrow, Commandant of the Marine Corps, noted in 1980 that… Amateurs talk about tactics, but professionals study logistics. Similarly, in the investing world, “stock selection” is talked…
by Joe Miramonti | Sep 23, 2016 | Commentary
“…Among Russell 3ooo firms with acquisitions greater than 5% of acquirer enterprise value, post M&A acquirer returns have underperformed peers in general.” This quote from a recent S&P study says it…
by Joe Miramonti | Sep 16, 2016 | Commentary
Welcome to the back half of 2016! On the Wall St calendar September is when it really begins. This note outlines what to expect from IOI this month and when to…
by Joe Miramonti | Sep 16, 2016 | Commentary, Evergreen
Having a long(er) investment horizon than “the Street” has been proven to be one of the most important advantages that an individual investor has over an institutional investor. In the…