LWM Blog

After the Anniversary

March 24, 2014 03:48 PM By alex.locker - Comment(s)

We recently passed the five-year anniversary of the market's trough due to the financial crisis. On March 9, 2009, the Dow Jones closed at 6507.04; the S&P 500 closed at 676.53; and the Nasdaq closed at 1268.64. On March 10, 2014, the Dow closed at 16,418.68; the S&P 500 closed at 1877.17; ...

Saying Thanks

February 12, 2014 11:12 AM By alex.locker - Comment(s)
Saying Thanks

Let me start by saying   Thank You   to all of my readers, clients, and business partners for our relationship. Like many people, it is a sentiment that I believe and feel but don't say enough.


As the holiday season approaches, people often have several different things to think a...

One Size Does Not Fit All... and That's OK

February 12, 2014 11:09 AM By alex.locker - Comment(s)
One Size Does Not Fit All... and That's OK

Have you noticed all of the advertisements that essentially say, "We know the answer... the one way you should invest"?  It's a good line for selling something, but could be questionable if you dig deeper.


Given the multitude of perspectives and investor preferences that exist, how can one...

"You Can Observe a lot Just By Watching"

February 12, 2014 11:01 AM By alex.locker - Comment(s)
"You Can Observe a lot Just By Watching"

Baseball legend Yogi Berra was as famous for the things he said as what he did on the field. Many of his quotes don't make sense on one level, and yet they may on another.  For example:

"It ain't over till it's over."

"When you come to a fork in the road, take it."

"This is like dej...

Form Follows Function

February 12, 2014 10:57 AM By alex.locker - Comment(s)
Form Follows Function

Architecture is one area that makes Chicago a world-class city.  One lasting principle of architecture & design that many are familiar with is "Form follows function."  In other words, as Wikipedia puts it, " that the shape of a building or object should be primarily based upon i...

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