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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 27, 20203 min read
Money Mind
We are born into this world with certain predispositions, natural ways of thinking and acting. This is obvious when it comes to...
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.
Aug 26, 20203 min read
Money on the Mind
Some things in life are constant. Worrying about money, I’ve learned, is one of them.
Aug 12, 20203 min read
Can’t Buy Me Love
When The Beatles released Can’t Buy Me Love in 1964, they told adoring fans around the world that money wasn’t everything.
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.
Jul 1, 20203 min read
Is Working Worth the Benefit?
In meeting with someone recently, they asked a wonderful question, “Is working worth the benefit?” The benefit they were describing was...
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...
May 16, 20203 min read
No One Feels Wealthy
Beauty is in the eye of the beholder, or so the saying goes. Believe it or not, wealth is equally subjective. One of my big revelations...
May 6, 20203 min read
Better Together
The Stone Age ended because of two soft metals. Both were softer than the hardest stone. But together, the two metals produced something...
Apr 28, 20202 min read
Days vs. Decades
Coronavirus pandemic, toilet paper shortages, sporting events cancelled, social gatherings shut down – the start of the new decade has...
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...
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