Investment Tips Blog Posts

June 20, 2021

Have an Investment Philosophy and Stick to It

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

Investment Principle #10: Plan for Inflation

“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

To Bit or Not to Bit?

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. …

August 20, 2020

Investing Principle #5: Don’t Try to Predict Markets

Wall Street and the popular financial press want you to believe that, in order to make money in the stock market, you need to invest based on what is about to happen. That is the message sent out everyday by market strategists, brokers, analysts, mutual …

June 5, 2020

Investing Principle #3: Invest for the Long Term

With the recent market volatility behind us and a more stable investment world, we now return to our regularly scheduled show: Investment Principles You Should Know. Over the last nine decades, the U.S. experienced 9 bear markets and 15 recessions or depressions, wars, pandemics and …