Improving Investor Behavior: Don’t overthink it
Like a good exercise plan, your financial plan should be simple and effective.
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Improving Investor Behavior: The value of a sale
Why do we want lower prices for everything we purchase except stocks? Why does human nature seemingly have this one backward?
Improving Investor Behavior: Is your home an investment?
The generalization that real estate is a better investment than a portfolio of the largest businesses in America over a long period of time is simply not accurate.
Improving Investor Behavior: 45 years, 20 lessons
At the outset of my career, my goal was (and still is) to help people find their freedoms: freedom of time, freedom of work, freedom of relationships, and freedom of...
Improving Investor Behavior: Where were you 50 years ago?
October 2023 marks the 50th anniversary of one of the most tumultuous months in American history. Do you recall the events of October 1973?
Improving Investor Behavior: Forecasting is an illusion of knowledge
Have you ever tried shaking one of those magic eight balls found in the toy aisle?
Improving Investor Behavior: The problem with pessimism
With markets improving and the overall economy strengthening, why is everyone so negative about our country’s current financial state? By many measures, I believe our economy is far better than...
Improving Investor Behavior: Financial and time independence – what’s your score?Â
The single freedom that most resonates with entrepreneurs is typically freedom of time — our most valuable resource.
Improving Investor Behavior: Own or loan? Equities vs. bonds
With interest rates on the rise, we’ve had an uptick in people asking us about bonds and whether it makes sense to re-evaluate fixed income in a portfolio.
Improving Investor Behavior: Quit beating yourself up
Netflix has a new documentary chronicling the Bernie Madoff story. My wife and I aren’t the biggest TV watchers, but we started the series at the recommendation of a friend....