Invest(or) Performance Matters Most
In the how to invest section of my personal finance book, I highlighted the biggest hidden obstacle investors face in their money-making journey: the investor ...
Investing Articles
May Market Update: A Game of Wait and See
The market is doing well, the economy remains strong, inflation numbers are coming down, and the jobs market remains healthy. In this episode of the ...
What Are You Leaving On The Table?
In 2001, Vanguard, a company that is known for do-it-yourself, low-cost index investing, published a study on the value that a financial advisor can add ...
Investing Lessons from the Man Who Beat the Casinos
Ed Thorp is a brilliant guy who used math to beat the casinos at blackjack, roulette, and other games. Along the way, he was drugged, ...
Learning from the Best This Week
I’ve had the privilege this week to attend Barron’s Advisor Independent Summit in Dallas. As described by Barron’s, it’s “A gathering of self-made leaders who ...
Fixing Your 2 Biggest 401(k) Investing Mistakes
The average 401(k) balance was down 23% last year according to this recent report. Losing money in a year when stocks and bonds were both ...
3 Things Investors Want to Know Now
Investors are asking three main questions right now. Is the market rally we've seen since October real or another bear market head fake? Why not ...
Introducing My Bearish Friend
I have a very good friend who’s usually bearish on stocks. He’s an excellent stock picker who gets caught up in macroeconomic concerns that he ...
Thoughts on Our 2023 Market Outlook
Your portfolio doesn’t know that another New Year’s Eve ball has dropped, and calendar changes don’t mandate portfolio changes. But the last few years have ...
2023 Asset Allocation Ideas
You may have heard that asset allocation is the primary driver of investment returns. That's because it's true. But what does that mean, how do ...