Richard Young Reports: 50+ Years with Fidelity and Wellington
I started in the institutional research and trading investment business at Model Roland & Co. on Federal St. in Boston in August 1971. Just...
First Gimme Shelter Then See If Money Floats
Even if you’ve been living in a cave, you still have a good idea it’s been a good year. In Newport, you don’t even...
You and Oracle’s Larry Ellison Look Marvelous
Your Survival Guy was putting on the practice green before a member-guest outing when my friend and I were talking about how long the...
When Nasdaq Fell Nearly 78% from Peak
“When the dot-com bubble burst in March 2000, the Nasdaq fell nearly 78% from its peak,” writes William Goetzmann for the WSJ in “Financial...
Who Ya Gonna Call?
When Your Survival Guy has questions about guns, sailing, fishing, wine, golf, and flying private, I have a list of experts on each topic...
Big Swing: WVB (Wellington Vanguard Blackstone) All Markets
OK, I don’t really like writing this about my concerns with the Vanguard Group and Wellington Management, but with both firms teaming up with...
Your Survival Guy: Children Never Stop Needing You
During our conversations, you, like any proud parent or grandparent, tell me about your family. For many of you, I am lucky enough to...
Margin Debt at All Time Highs
When you look at the level of margin debt, you have to wonder what happens when markets go the other way and the bankers...
Summer 2025 Check-in: How You Livin’?
In my conversations with you, I know you’re living well because you tell me. When I call you and I ask about what’s going...
Your Survival Guy from Boat Shoes to Loafers
On Saturday, Your Survival Guy changed his boat shoes for loafers for a one-night celebration of our daughter’s 24th birthday. A recent Northeastern University...