What is the Right Stock Allocation for Retirees?
“The trouble with retirement is that you never get a day off.” – Abe Lemons, college basketball coach It’s a delicate balance every retiree faces….
Read More
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 more
How to Reduce Capital Gains in your Portfolio
“A fine is a tax for doing something wrong. A tax is a fine for doing something right.” Anonymous You sold a large chunk of…
Read More
Not All Indexing is Good
“When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients.”…
Read More
Worried About Inflation? You Might Own These Assets
“Inflation sparks heated debates because everyone spends their money differently so there’s no single inflation rate — your inflation may be very different than someone…
Read More
When Was the Last Time you Changed your Mind?
“If I were tasked with building the ultimate human investor, being able to change one’s mind would be the number one skill on the list.”…
Read More
How Does a Fed Taper Affect Market Volatility?
“Our discussions of the economy may sometimes ring in the ears of the public with more certainty than is appropriate.” Jerome Powell, Federal Reserve Chairman…
Read More
Is There Ever a Good Reason to Panic Sell?
“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Peter Lynch, famous investor. The below exchange…
Read More
Is a Roth Conversion Right for You?
To convert or not to convert? Too often investors want to convert to a Roth IRA without fully understanding the risks, benefits, and how a…
Read More
Is Market Volatility Still Elevated?
“Volatility gets you in the gut. There’s no question that when prices are jumping around, you feel different from when they’re stable.” – Peter Bernstein,…
Read More