January 2014: Asset Allocation

Welcome to 2014!  I hope your Holidays were fantastically fun and that you enjoyed a festive New Year.  I’m please to report that we had a wonderful Holiday season.  One of the things that made it so special was the birth of our second daughter: Rowan Marie McCann.  She arrived on November 17th – two weeks early.  She was actually due on Black Friday, the day after Thanksgiving.  I think she wanted to avoid the crowds.  Already a smart girl.  The whole family is doing wonderfully.

I thought this quarter would be a great time to follow on our last discussion regarding Reversion to the Mean.  Over the course of this year, we will re-balance our clients managed accounts.  So this is a great time to discuss some of the mechanics of managing your asset allocation…

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