U.S. and Everyone Else
“Emerging market economies have long grappled with the challenges posed by large and volatile cross-border capital flows.” – Jerome Powell, Chairman of the Federal Reserve….
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The World’s Worst Investor
“Humans have something weird in their DNA which prohibits them from adopting good ideas easily.” – William Green, Richer, Wiser, Happier Sally is a nervous wreck. It seems every time she invests money in the stock market it crashes. The...
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Solving the Social Security Equation
“Should any political party attempt to abolish social security, unemployment insurance, and eliminate labor laws and farm programs, you would not hear of that party…
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Fees Tied to Performance is Gaining Momentum
“The investment industry has long offered clients fees that have nothing to do with performance. That’s changing, but not nearly fast enough.” – Jason Zweig,…
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Is Your Asset Location Costing You?
“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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Ignoring 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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