I’ve heard a variation of the above statement five times within the last year. I’ve had enough. You know the saying, if it’s too good…
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My Advisor Doesn’t Charge Me a Fee
Bear Market Feedback is Gold
“Investors’ mental models tend to be simple, based on recent history, an extrapolation of trends, and an overreliance on frameworks that worked recently.” – Dan Rasmussen, The Humble Investor Most people set goals with a desired outcome in mind. Getting...
read moreThe Mystic of Rising Interest Rates
“Nobody likes high interest rates.” – Chanda Kochhar, CEO of ICICI Bank Interest rate prognostications have taken on a life of their own. Like a…
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Decoding Your Brokerage Statement
“Your brokerage statements suck” – Barry Glassman, Glassman Wealth The way we consume information has been turned upside down with the internet, smartphones, social media,…
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Want More Yield On Cash?
The most common question we have received in the past nine years goes something like this; “How can I generate more interest on cash?” Up…
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Tariff Gamesmanship?
On March 1, 2018 President Trump unexpectedly announced tariffs on imported steel and aluminum. The threat of a global trade war sent the S&P 500…
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Gems from Buffett’s 2017 Letter
“There are three ways to go broke: “ladies, liquor and leverage”– Warren Buffett, quoting Charlie Munger during a recent CNBC interview. Warren Buffett recently penned…
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Back to Normal
“If you believe markets are mean-reverting, higher returns and lower volatility today may equal the opposite in the future. We will enjoy the quiet while…
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International Developed: What Do You Own?
“Gold jacket, green jacket…who gives a $%&!”– Happy Gilmore We have heard them called foreign equities, global markets, international developed, emerging markets, frontier markets, BRIC…
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Warm & Fuzzy Financial Services Ads
I watch quite a bit of golf in my spare time. PGA Tour, Champions Tour, Korn Ferry, LPGA, it doesn’t matter. Watching top pros compete…
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