Dylan’s Educational Pieces

Sequencing Risk

By:  Dylan B. Minor, PhD, MS, CFP®, ChFC, CLU, CIMA® Chief Investment Officer  There are many risks we must face as investors.  The subject of this short article is the investing risk we dub sequencing risk.  Sequencing risk has to do with the (bad) risk of needing to...

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On the Importance of Properly Monitoring Investments

“Put all your eggs in the one basket and---WATCH THAT BASKET.” Mark Twain Though Mark Twain’s allocation brilliance did not match his literary brilliance, he did get right the importance of watching one’s investments.  The two chief reasons to watch that basket is to...

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Rising Interest Rates and Inflation

By Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA Currently, the two primary concerns of most all investors are rising interest rates and the specter of inflation. Before considering the state of the world on these dimensions, it is important to step back and review the...

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Real Estate’s Curious Place

By: Dylan B. Minor PhD, MS,CFP®, ChFC, CLU, CIMA® Doctorate in Business Economics Chief Investment Officer “No real estate is permanently valuable but the grave” Mark Twain “The first man who, having enclosed a piece of ground, bethought himself of saying This is...

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China From The Inside

Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA I just returned from China by means of a delegation consisting of myself and a few other faculty from the Kellogg School of Management. It proved a fascinating and illuminating trip. Much is heard, but little is actually...

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