Wall Street Steward Blog


Chase Perfection

The great Vince Lombardi once said “Gentlemen, we are going to relentlessly chase perfection, knowing full well we will not catch it, because nothing is perfect. But we are going to relentlessly chase it, because in the process we will catch excellence. I am not remotely interested in just being good.”


Case Study: Stay Classy

Just to refresh your memory, if I write a “case study” blog, it is an event that actually happened.  I do not make these up, although I might embellish a bit to make the stories more interesting.  That is creative license, and believe me, as the reader, you should thank me….if I told these “to-the-detail” how they actually happened, my blog would morph into the prescribed treatment for insomnia.


Wonderful Referral

If you read this blog regularly, then you know how I feel about referrals.  They are an amazing science.  Everything about them is interesting to me…..


Scrooge's Financial To-Do List

As we enter the holiday season, many investors tend to neglect their investment portfolios.  There are so many things to worry about already.  If your holiday season looks like ours, it can be summarized by this run-on sentence:  Thanksgiving Dinner, family in town, the annoying in-laws, Christmas shopping, decorating the house, reading “Twas the Night Before Christmas” to our little ones….Christmas is gone.  Time to break out the bubbly and kiss the one you love as they scream “HAPPY NEW YEAR” while you ponder how long that resolution will hold. 


The Advisor Protection Program

The S&P 500 dropped from 1,287 on August 1 to 1,119 on August 8.  In just 5 trading days, investors suffered a loss of over 13%.  Since 1990, this is only the fourth time the overall market has lost more than 12% in just a few days.  Three of those times occurred in 2008*.