Golf and Investing: Managing Your Emotions On and Off the Course

Month: March 2016

March 23, 2016  |  

Golf and Investing: Managing Your Emotions On and Off the Course

Key Takeaways • A commitment to a disciplined process is a major part of both golf and investing. • Professional golfers focus on the process, not their emotions, to navigate the range of good and bad shots throughout a round. • A disciplined investor should focus on the process, instead of daily market movements, as they move towards their financial goals. “Competitive golf is played mainly on a five-and-a-half-inch course…the space between your ears.” –Bobby […]

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March 21, 2016  |  

Tax Efficient Way for Businesses to Support Deserving Students

The Educational Improvement Tax Credit (EITC) enables business owners to support over 1,200 Pennsylvania educational and not for profit organizations while receiving generous tax credits.  KEY TAKEAWAYS • Tax credits may be applied against a contributing business’s tax liability for the tax year in which the contribution is made. • Tax credits range from 75 to 90 percent of the amount of the contribution. • More than 51,000 Pennsylvania students benefited from EITC scholarships in […]

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March 10, 2016  |  

Calculating Performance

Key Takeaways In what context should we consider performance? Avoid the most common mistake You can do-it-yourself to approximate performance The Role of performance The investment industry has historically focused on performance and little else, but there is so much more to client satisfaction than just a number. As we have previously written, investment performance comes at a price–and the price is risk. If an investment pays you more than a “risk free” Treasury bill […]

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