Dylan’s Educational Pieces

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 pull money out of a portfolio during

“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 evaluate the effectiveness of one’s investments and to assure one is

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 basics of bonds—bonds 101, if you will. Essentially,

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 Mine, and found people simple enough to believe him, was the real

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 seen in China. This visit finally provided me the latter