How Long to Give an Investment Strategy
After the blockbuster James Harden trade from the Houston Rockets to Brooklyn Nets, Rockets General Manager Rafael Stone half-joked in a press conference that you ...
Investing Articles
I’m Hosting a Sustainable Investing Webinar
On June 2nd at 2:oo p.m. EST, I'll be co-hosting a sustainable investing webinar with Isabelle Williams of Dimensional Fund Advisors, one of the leading ...
Investing to Fight Climate Change
In his new book, How to Avoid a Climate Disaster, Bill Gates shares that he sold his oil and gas investments in 2019 as part ...
Charts You Need to See – Q1 2021 Market Guide
Every quarter, J.P. Morgan Asset Management puts out their Guide to the Markets slide deck. It's a great source of interesting and helpful information about ...
Protecting Your Portfolio From a Bear Market
Stocks provide patient investors with the potential for amazing long-term returns. A price you pay for those returns is stressful stock market volatility. Investors who ...
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 ...
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 ...
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 ...
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 ...
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. ...