Sara-Bay Financial in Sarasota, FL. | Financial Planner Blog

Blog

The Beauty and the Beast

Posted on July 01, 2006

The Beauty or the Beast If you have been in the stock market for more than a decade, you know the Market can be either of these. Late in 1999, I was in my office talking with a businessman and prospective client. A mutual fund salesman had shown him what I refer to as […]

Extraordinary Popular Delusions and the Madness of Crowds

Posted on May 05, 2005

Extraordinary Popular Delusions and the Madness of Crowds Over twenty years ago, I was talking with a young securities attorney in Key Biscayne with the objective of having him open an account with me. During the course of our conversations, he asked if I knew a good book would help him understand the stock […]

“Weak economy?. . . then buy Stocks!”

Posted on September 23, 2004

September 23, 2004 “Weak economy?. . . then buy Stocks!” A great benefit associated with this business is that it has given me the opportunity to work with some highly intelligent clients (and you know who you are). I have been fortunate in being able to both observe and learn from them, a few of […]

“Ain’t nobody ever made no money in bonds?”

Posted on February 19, 2004

Februrary 19, 2004 “Ain’t nobody ever made no money in bonds?” Eleven years ago I traveled to Baltimore at the request of a friend, who at that time was managing the local office of Legg Mason. He had asked me to speak with some of the people in their home office. It was an uneventful […]

Following the Herd – To Buy or Not to Buy

Posted on July 01, 2003

Following the Herd – To Buy or Not to Buy What is it about the stock market that gives us an overwhelming impulse to zig when we should zag. As markets hit a frenzied pace and good news abounds, we cannot pay enough for the privilege of owning securities (circa 1999-2000). Conversely, when opportunities […]

Disclaimer: “Sara-Bay Financial Corp. is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation for investment advisory serves or an offer to buy or sell securities. Registration does not imply a certain level of skill or training. If you are interested in our services, please see our Disclosure Brochure (Part II of the form ADV); which provides detailed information about Sara-Bay Financial Corp. and inherent risks that may be associated with our advisory services.

Download Disclosure Brochure

CRS Form