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Investing Articles

Investing

Learning to Avoid the Sunk-Cost Effect with Bill Belichick

Last week, New England Patriots fans were greeted with an unprecedented free-agency spending spree by the tight-lipped hoodie in chief. In two days, Bill Belichick ...
Investing

The Reopening Trade Continues

U.S. large cap growth stocks dominated the 2009 - 2020 bull market. They outperformed small caps, value, and international stocks. That performance gap continued for ...
Investing

Worrying About Inflation

Something I’ve been thinking about lately is whether we should be worrying about inflation. It's a new topic, since inflation has been more bogeyman than ...
Investing

Making Millions from GameStop

Every now and then something connected to my day job becomes interesting to other people. The GameStop short squeeze is one of those things. David ...
Investing

Thoughts on Our Team’s 2021 Investment Outlook

Our investment team just published its 2021 investment outlook (available here). It's a great overview of current market conditions and reasonable expectations for this year. ...
Investing

Investment Winners Rotate…and they’re doing it again

I love this Franklin Templeton chart. The colorful layout does a great job highlighting that investment winners rotate, so you should diversify instead of locking ...
Investing

Understanding Sustainable Investing

Interest in sustainable investing is growing. Investors know they can drive change through their portfolios, and companies are building good products to help. Understanding sustainable ...
Investing

Webinar Replay: 5 Portfolio Changes to Consider Now

My recent webinar shared a few major changes to the investment landscape this year and what portfolio updates to consider to better position your portfolio ...
Investing

Investing is as Easy as Losing Weight

I love stocks. They help my clients retire, just as I expect them to help me and my wife do one day. Good retirement planning ...
Investing

Dangers of Investing for Income Today

Rates are low. If you bought a house recently, or refinanced your mortgage, you know this and hopefully took advantage. It's helpful to borrowers. It's ...