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Jason Macgregor portfolio manager, financial advisor

Uncertain times demand certain understanding

August 28, 2011
Since my last column in the middle of July, the U.S. stock markets have been front-page news for all the ...
Jason Macgregor portfolio manager, financial advisor

Disposition Effect and Loss Aversion

July 28, 2011
Try this exercise: Take a moment and think about a stock you used to own or still own that went ...
Jason Macgregor portfolio manager, financial advisor

ETFs – Bringing efficiency, flexibility and return

June 28, 2011
Mutual funds have long-been the natural go-to for investors looking for an easy way to create a well-diversified portfolio. While ...
Jason Macgregor portfolio manager, financial advisor

Seasons of the stock market

May 2, 2011
Wall Street is full of adages — "buy low, sell high," "a rising tide raises all the ships" and "sell ...
Jason Macgregor portfolio manager, financial advisor

Products vs. process

April 28, 2011
When it comes to investing, most people tend to think about what to buy, not when to buy. Even the ...
Jason Macgregor portfolio manager, financial advisor

Cap size matters

March 28, 2011
Any serious conversation about investing inevitably includes a discussion about "cap size." There are solid proponents of large-cap stocks, ever-hopeful ...
Jason Macgregor portfolio manager, financial advisor

Dos and Don’ts for securing your financial future

January 28, 2011
If you’re like most people, your 401K is one of, if not the, most important keys to your future financial ...
Jason Macgregor portfolio manager, financial advisor

Profiting from commitment in 2011

January 1, 2011
’Tis the season for New Year’s resolutions. In addition to the usual "exercise more and eat healthier," I’d like to ...
Jason Macgregor portfolio manager, financial advisor

Taking emotion out of your finances

November 28, 2010
Investing is an emotional subject for most people. When things are going well we become confident or even euphoric about ...

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