Where have the good investments gone?

“Where have the deals gone?” This was the title of a podcast yesterday looking at layoffs at America’s most powerful investment firms. They don’t expect the economy to generate enough good deals to keep investment bankers busy. The point is that investment management is a lot tougher right now than any time in the past decade. What does this mean to you?

Let me suggest two ways this may apply:
1) The importance of having a well considered, clear, actionable, written investment policy statement that meets your specific goals is more important than ever.
2) New alternative investments deserve more attention than before. My own focus is local, sustainable, long term hard asset investments.

It’s been almost 40 years since I was first licensed as a Registered Investment Adviser with the Securities Exchange Commission. Much has changed since then. But one thing that has not changed is the importance of focusing our efforts on strategy, communication and accountability. If you feel that a conversation would help in this at this time, I would be pleased to hear from you.

(There is never a fee or commitment for an initial strategy discussion. Details are here).