We shared a laugh about how easy it was to come up with a list of potential landmines for the financial markets. The conversation was…
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Is Anyone Bullish on the Stock Market?
How to Drive your Retirement Portfolio into the Ground
“Invert, always invert.” – Charlie Munger, the Vice Chairman of Berkshire Hathaway and Warren Buffett’s partner. Long-term investing is boring. Markets take time, discipline is hard, and being patient isn’t exactly thrilling. It’s been said the human mind rejects ideas that...
read moreShould you Act on Big Down Market Days?
“Well, that escalated quickly.” – Ron Burgundy, Anchorman It should be obvious by now that presidential tweets are untradable, unpredictable, and financial markets are paying…
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Simple Doesn’t Sell
“Complexity gives a comforting impression of control, while simplicity is hard to distinguish from cluelessness.” – Morgan Housel, The Collaborative Fund As financial markets flare…
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Is Your Wealth Manager Overweight Equities?
“Pay attention to what they do, not what they say.” – Anonymous I was perusing a research note from another financial institution on their portfolio…
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How Common are 5+% Pullbacks?
A client asked me what our crystal ball was saying after the turmoil this week. It’s impossible to know what happens next, but it did…
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How I’m Personally Invested
I give people advice about what to do with their money. Therefore, you have a right to know how I personally invest, and my attitude…
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The Most Interesting Charts in the World
Our inbox is bursting with mid-year reviews, commentary, and predictions for the rest of the year. The blitz of content ranges from thought provoking to…
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The Unspoken Costs of a Doomsdayer
My Uncle Joe is absolutely convinced the market is going to crash. He’ll seek me out at family gatherings and say things like; “Washington is…
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Should You Only Own U.S. Stocks?
Many U.S. based investors believe so. In the investment universe, “Home Bias” is a term used to describe the tendency to own a heavy allocation…
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