Below you'll find a list of all posts that have been categorized as “Investment Advice”
January 20, 2023
Thank goodness 2022 is over. But what does 2023 hold for us? If we base our predictions on recent memories, then we probably don’t have much hope. The good thing though is markets don’t have memories. They don’t think about the past. It’s about today …
March 30, 2022
Most retirement planning is all about that magic number you are trying to achieve before you can retire. How much do you have? Sure, we have to think about financial matters, taxes, how best to supplement your income, Social Security, Medicare; all during this decumulation …
June 20, 2021
With an investment philosophy, you always know how you will invest and why. For example, let’s say you decide to go on a long cross-country hike to a beautiful mountain lake. It will take a couple of days, and the path will be steep and …
April 23, 2021
“Inflation is taxation without legislation.” —Milton Friedman, Noble Laureate in Economics A typical 65-year-old baby boomer couple has a joint life expectancy of 30 years, meaning there is a high probability that at least one of them will live to age 95. And 30 years …
March 24, 2021
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. I have been fielding many questions as well. Here is an article presented by Dimensional Fund Advisors, DFA. …
February 23, 2021
With the recent volatility and swirling news around GameStop and Robinhood, along with Congressional hearings regarding this latest episode of irrationality, I want to pause our regular series of Investment Principles blog posts and share a paper written from David Booth, Executive Chairman and Founder …
January 19, 2021
You are about to retire, and you think it would be nice to retire in a place with a mild climate. So, you do a little research and find two cities with an annual average temperature of about 65 degrees – San Francisco and St. …
December 17, 2020
Where there is no risk, there is little reward. This is why it is so hard to make money on a sure thing. If stock markets always rewarded investors or never made anyone money, they would quickly collapse. Only a market that has both up …
October 22, 2020
It isn’t easy to beat the stock market. In fact, most money managers typically underperform. And those who are able to beat the market one year struggle to stay on top in subsequent years. Why? Turns out that outperforming the market may be more about …
September 24, 2020
At a neighbor’s garage sale, you notice a Babe Ruth rookie baseball card on sale for 25 cents. Obviously, your neighbor is not a big baseball fan, since this card is worth tens of thousands of dollars. Just as you are about to hand over …
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