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Apr 14, 20203 min read
Was That the Bottom?
The market is on a tear. Since March 23, the U.S. stock market has rallied just more than 26%, as of April 10. We just capped off the...
Mar 31, 20202 min read
They’re All Guessing
When I first started studying the stock market and what makes it tick, I was always captivated by people who confidently predicted what...
Mar 17, 20203 min read
Give Yourself a Break
Well, that was a wild week in the stock market. We have not seen fluctuations as drastic as last week since 2008. In fact, every day last...
Feb 25, 20203 min read
Throw the Dogs a Bone
When it comes to reviewing investment portfolios, there is an interesting phrase that is often uttered. It’s usually a version of this:...
Feb 11, 20203 min read
What’s So Hard About Investing?
Investing is difficult. It can make smart people look dumb. And it can make lucky people look smart. You can be right about an investment...
Dec 31, 20193 min read
Gold: Bah! Humbug!
Ebenezer Scrooge’s famous catchphrase nicely sums up my enthusiasm for gold as an investment. Bah! Humbug! I have heard every argument...
Nov 4, 20193 min read
Should You Pay Off the Mortgage?
Some people hate debt. They hate it with a passion. They don’t like it hanging over their head or weighing them down. They can’t wait to...
Sep 7, 20192 min read
The Good Old Days
As a financial planner, one of the more difficult questions clients ask today is, “Where can I go to earn a higher return on my cash?”...
Jul 19, 20193 min read
You Choose
When it comes to investing, we often want what we can’t have. We want all the reward with no risk. All the upside with none of the...
Jul 9, 20193 min read
Politics and Your Portfolio
There is a well-worn saying about proper etiquette when meeting someone for the first time or when in the presence of mixed company. In...
May 18, 20193 min read
A Bad Year? Not a Bad Investment
God bless the farmers. They may need it this year. Last week I tuned into a presentation on agriculture land values. It was fascinating....
May 18, 20193 min read
The Greatest Investment of All Time
Garry Kasparov is widely recognized as one of the greatest chess players in history. Think you could outwit him? Maria Callas is often...
Apr 6, 20193 min read
The Secretary’s Secret
At the age of 96, Sylvia Bloom headed to work for the last time. Following her decades-long routine, she stepped aboard a New York subway...
Mar 7, 20193 min read
It’s All Relative
Now is a tough time to earn a decent return on cash. That’s no surprise to anyone. Even though interest rates have perked up from...
Feb 16, 20194 min read
Coin Flips
Last week I participated in an adult trivia night. I have never had a better time feeling so dumb. They say you learn something new every...
Feb 3, 20193 min read
A Siren’s Song
You can learn a lot about successful investing from a Greek hero that died several centuries ago. The man surely knew very little about...
Jan 19, 20192 min read
The Role of Luck
Sometimes luck is better than skill. That is truer for investing than many aspects of life. In sports and academics, for instance, luck...
Jan 5, 20193 min read
Beware
I want you to think back. Think back to opening your third quarter investment statements in October. Remember how much was in your...
Dec 2, 20183 min read
It’s About Time
What would you do if you found yourself in the following position? You win the lottery, and they give you the ability to take your...
Nov 17, 20183 min read
One Lump or a Monthly Bump?
Perhaps you have heard your grandfather or an uncle talk about the pension they receive from their former employer. Every month they...
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