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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...
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  • Investing
  • Retirement
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Trend is Your Friend, An Alternative to Buy & Hold

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Trend is Your Friend, An Alternative to Buy &...

“We’ve extended the analysis to every asset class where we could get our hands on the numbers and investigated the results. Same conclusion: trend-following minimizes…
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Mutual Fund Owners, Check Your 1099s

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Mutual Fund Owners, Check Your 1099s

“It’s really hard to make an argument for mutual funds in a taxable investment account.” – Meb Faber, Cambria Funds It’s easy to rail against…
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Weirdness without Parallel

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Weirdness without Parallel

One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.” –…
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The Best of Bogle

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The Best of Bogle

“I will create value for society, rather than extract it.” John C. Bogle, Founder of The Vanguard Group On April 13, 2004 John C. Bogle,…
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The Most Dangerous Thing II

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The Most Dangerous Thing II

“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Jason Zweig, Author & WSJ Contributor. Back in…
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2018: No Place to Hide

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2018: No Place to Hide

“There’s always a bull market somewhere” – Jim Cramer, CNBC Mad Money This marks the first and last time we quote Jim Cramer.  He spews…
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Tis the Season for Wall St. Forecasting Pt. II

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Tis the Season for Wall St. Forecasting Pt. II

“Never make predictions, especially about the future.” – Casey Stengel, Legendary Baseball Manager. This might be my favorite topic to write about.  In fact, it’s…
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Is the Santa Claus Rally Real?

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Is the Santa Claus Rally Real?

I know a financial advisor who loves to talk about the Santa Claus rally every December.  He has an outstanding mustache year-round (not just in…
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The Most Dangerous Thing

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The Most Dangerous Thing

“All other creatures use their intelligence to survive.  We use ours to destroy ourselves.” – Marty Rubin, Author We worry about stock market bubbles, rising bond yields,…
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