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Aug 24, 20213 min read
Are You a Happy Camper?
In the world of investing, there are two camps. The two camps co-exist – and some people hang out in both – but for the most part, each...
Aug 10, 20212 min read
A Stacked Deck
One of the simplest investments you can make is buying a fund that tracks the performance of the U.S. stock market. By doing so, you...
Jul 27, 20213 min read
Wise Words…From a Tennis Pro
Rafael Nadal is arguably the best male tennis player ever. He’s the greatest of all time when playing on clay. He’s tied for the most...
Jun 8, 20213 min read
No One Has Everything Figured Out
There’s a viewpoint that I sometimes hear when it comes to investing, and it’s plain wrong. Granted, the viewpoint is seductive. It is...
May 11, 20213 min read
Should You Buy Cryptocurrencies?
If there is one investment on the minds of investors today, it is undoubtedly cryptocurrencies. And for good reason. The market values of...
Apr 27, 20213 min read
Trust Me, Trust is the Key
I pity investors. Especially those looking to start a new relationship with someone to advise them on their wealth. That’s tough. Any...
Mar 31, 20213 min read
Everyone’s Getting Rich
Investing is a funny thing. People talk in specifics when the market is good and only in generalities when the market is bad. When the...
Feb 16, 20213 min read
Ordinary Is Extraordinary
There’s something really tough about growing wealth. It’s that life isn’t lived on a spreadsheet. I can easily demonstrate to you that it...
Jan 5, 20213 min read
An Investing Lesson from 2020
The stock market routinely issues lessons to investors. That’s nothing new. But I’m not sure one calendar year has ever captured the full...
Dec 22, 20203 min read
Time…Is on My Side
Yes, it is. And time is on your side, too, when it comes to building wealth. More than you probably know. There are three ingredients in...
Dec 8, 20203 min read
Learn From the Best
Let’s say you’re a college quarterback looking to make it to the next level. You know you need to hone your game, put in the reps and the...
Nov 24, 20203 min read
Do You Need a Financial Advisor?
I was meeting with a potential client the other day, and the individual asked an insightful question. It’s one that I’m guessing others...
Nov 10, 20203 min read
Tough Questions: Returns
I often find myself on the receiving end of some really tough questions. The questions are usually lobbed by curious clients. I sometimes...
Oct 13, 20203 min read
The President and Your Portfolio
When it comes to politics, elections produce winners and losers. When it comes to investing, the race is clear. The winners, by a...
Sep 30, 20203 min read
Pick Your Poison
People want what they can’t have. It’s human nature. But human nature is often at odds with sound investing. We may feel highly evolved...
Sep 15, 20203 min read
Gaining an Edge
When it comes to investing, the holy grail is an edge, a piece of specific knowledge that no one else knows.
Jul 29, 20203 min read
What the Future Holds
I’m worried. My worry does not relate to our current state of affairs, it's the government's reaction to them that concerns me.
Jul 15, 20203 min read
The Incredible Shrinking Interest Rate
It is no secret. Interest rates have shrunk to microscopic levels.
Jun 16, 20203 min read
There's Always a Reason
The stock market selloff in February and March proved yet again an important point about investors. Not many would own up to it, though....
Jun 5, 20203 min read
Where Does the Market Go From Here?
Turn back the hands of time for me. Go all the way back to May 30, 2019, one year ago. Let’s say you were at a big group gathering, the...
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