$1 Trillion!
Good News About Portfolio Costs from DFA
A Pie of Different Flavors
Beyond Traditional Investments
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
What This Year Reminds Us About Fixed Income
This year has reminded us of the many important roles that fixed income can play in portfolios.
How to Construct a Good Investment Policy Statement
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
Spring Training Thoughts for Your Portfolio
Are You an Owner or a Lender
Should I Be Worried About Inflation
Do Simple Better
High Profit vs Low Profit: The Returns Are In!
5 Investor Lessons Courtesy of COVID-19
2020 is a year we’ll all remember though in many ways we want to forget it.
Keep Your Eyes on the Horizon and Wings Level
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
A Few of My Favorite Things
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”
Media Drama: Facts or Fiction?
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
A “Real” Estate – Part One
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
“60% of the Time, It Works Every Time.”
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.