“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Most investors are familiar with the basic…
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Is Your Asset Location Costing You?
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreIgnoring Good Advice
“Small, seemingly insignificant steps completed consistently over time will create a radical difference.” – Darren Hardy, author of The Compound Effect Working with friends and family…
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The Housing Cycle
“Housing is often found at the heart of financial crises”– Fed Chair, Jay Powell summer of 2017 We are not experts on residential housing by…
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When it’s Broken, Don’t Fix it
“The most important thing you can have is a good strategic asset allocation mix. So, what the investor needs to do is have a balanced,…
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The New S&P 500
We recently came across a do-it-yourself (DIY) investor, let’s call him Cecil. Cecil firmly proclaims he hates technology stocks and doesn’t feel comfortable owning Tesla, Facebook, Apple,…
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Q2: Risk On?
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”– Peter Lynch,…
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Sucker Dividend Yields
“One thing everyone should know about dividend yield is this: it doesn’t tell you much. It doesn’t give you clues about the valuation of a…
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“How Often Do You Look at My Portfolio?”
“I was going to be a sales person representing that I managed the portfolio. I couldn’t live with that.” – Former Portfolio Manager at a…
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Cash is a Weapon
“Hold some cash in reserve to take advantage of future opportunities.”– Seth Klarman, author of Margin of Safety. An underrated joy of writing our blog…
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