R.I.P. 2009 – 2020 Bull Market & Lessons Learned
On March 11, 2020 the longest modern era bull market in U.S. stocks came to an end. It started on March 9, 2009, weighed in ...
Recent Articles
Wednesday Reading List
Stuff worth sharing from the past week The Forbes 400 came out. I wasn't on it. Here's the complete list, a Massachusetts focused article, and ...
Wednesday Reading List
Stuff worth sharing from the past week ICYMI: Welcome to the New Site! Introducing the redesigned blog and its new links, features, and information. _____________________________ ...
Welcome to the New Site!
Last October, I introduced a few friends and family to The Boston Advisor with this short post. Today I'm excited to introduce the site revamp ...
Wednesday Reading List
Stuff worth sharing from the past week Latest original posts: Don't Ignore International Stocks - Investors are subject to recency bias - loving what has ...
Top Investment Advisor Recognition
This month, Forbes and Financial Advisor magazine included Heritage Financial in their top investment advisor lists. Financial Advisor’s list is based on company size. ...
Don’t Ignore International Stocks
One of the blog’s key themes is that you can get rich through disciplined investing in stocks and learning how to avoid the short-term traps ...
Wednesday Reading List: Weak Dollar, Fed Inflation, and Hybrid Learning
Stuff worth sharing from the past week ICYMI: Using Debt Smartly to Build Wealth - When building your wealth it can be a mistake to ...
Wednesday Reading List
Stuff worth sharing from the past weekICYMI: An Investing Legend's Latest Insight - Investing legend Howard Marks has been thinking about the things we want ...
An Investing Legend’s Latest Insight
Howard Marks, co-founder and co-chairman of Oaktree Capital Management, a large distressed capital investing firm, is out with his latest memo, Time for Thinking. Regular ...
Wednesday Reading List
Stuff worth sharing from the past weekAnnual gifts of stock that she held onto for decades and a modest lifestyle allowed Thelma Howard to leave ...
Wednesday Reading List
Stuff worth sharing from the past weekWith bond yields so low, you may be wondering if you should own bonds in your portfolio. This post ...