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Determining your liquid assets

Between boomers wrapping up careers and entrepreneurs thinking about new ones, many are considering retiring from current roles to follow other pursuits, passions and opportunities. For these folks, a critical question is how much cash to hold. Cash reserves provide a sense of security, a buffer against a challenging investment climate and dry powder for interesting one-off opportunities. How much is enough? Is there such a thing as too much? The answer is often a dynamic moving target. Here are some considerations:

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The Case For India

India has been getting favorable headlines this year because its prime minister is considered progressive and because its stock market is doing well. The Indian Sensex is up 430% since 2008. India is not exactly a favorite market yet but it has been doing better than many markets in the world. Is it time to invest? Time to hold on for the long term? Let’s look at some basic investment facts about India.

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Broadway in Boston

The world-renowned Broadway musical, The Book of Mormon is in Boston for a limited time. Deemed “The Best Musical of this Century” by the New York Times, this is definitely a show you should see. Performances will be happening daily until closing night on Sunday 8/26. For ticketing information, click below.  

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All You Can Eat

This Saturday, August 18th, from 11 am – 3 pm Verrill Farm in Concord is celebrating their 100th anniversary. For just 12$ per person, visitors will have all you can eat access to over 30 varieties of locally grown tomatoes, corn on the cob and vegetable dishes. Live bluegrass and pony rides will also be present throughout the feast!

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The Incredible Shrinking Market

The New York Times published a feature article last week on our shrinking US stock market. It’s true that the number of publicly listed US securities has dropped from over 7,000 in 1996 to fewer than 3,800 today. That sounds like an economy that’s becoming less diverse, less innovative and less competitive. Is that really the case? Are these numbers a warning sign for investors? Let’s sort it out with some added context:

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How Big is Too Big?

Apple made headlines around the world last week when it crossed the $1 trillion dollar market value level. Apple’s value now begs the question, how much higher can it go? Is $2 trillion feasible? How about $4 trillion? Or has Apple grown so large it will begin to fade? Is the trillion dollar mark a limit or a launchpad?  

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Four Books for Your Summer Reading List

I chose these books to address four themes that I think are valuable for successful investors. The first will help boost your optimism by viewing our progress as a society through a broader lens and a fresh perspective. The second will inspire you to be more effective when getting together with people to share ideas, investment or otherwise. The third, one of Warren Buffett’s all-time favorite investment books, will help you focus on the most effective attributes of a successful CEO. The last, by my favorite futurist, a local Boston VC, will expand your view on the real-life science fiction that is happening today in biology and genetics. Read more to see how these relate back to investing.

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New Bites

Pammy’s in Cambridge was just placed on Bon Appetit’s “50 best new restaurants in America.” Designed, operated and managed by husband and wife team Chris and Pam Willis, Pammy’s has become a hot spot for fresh pasta lovers in Cambridge. The decor can be described as comfy living room meets neo-gothic Italian with marble statues, woodburning fireplaces, and a large communal…

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Shall I Compare Thee…?

One of the city’s favorite annual traditions is back. With performances running until August 5th, Commonwealth Shakespeare Company’s production of Richard III is in full swing. The free performances are held every day except Monday and take place in the center of the Boston Common at the Band Stand.

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