Do We Really Care Who Was #1 Stock Picker?
The Wall Street Journal recently published “And the No. 1 Stock-Fund Manager Is…”. I clicked [...]
The Stupidity of “Smart Money”
Calpers, one of the largest and most respected pensions in the world, is sounding desperate. [...]
We Are Such a Divided Nation – Thanks Facebook
It wasn’t too long ago that we could have an election or State of the [...]
How Did Wall Street’s “Smartest Investors” Fare in 2018?
Every year Barron’s gets together a roundtable of “Wall Street’s Smartest Investors” to make stock [...]
Jan
Why We Own What We Own
The beginning of the year is an opportune time to review the investments our clients [...]
Three Perspectives on Volatility to Share With Clients
On October 25th, I posted some coaching perspectives on volatility in The Behavioral Finance Network. This [...]
Index Funds Can and Likely Will Underperform
Underperformance is a relative term. Compared to what? When times are good, we generally compare [...]
When Refinancing to a Higher Rate is a Good Idea
Never. I could end my blog there, but I think it is interesting to understand [...]
“This is Who I Am” is Anti-Progress
There seems to be an overall empowerment and acceptance of the statement, “This is who [...]
Why Advisors Need to Pay Greater Attention to Fees
Advisors are beginning to pay more attention to fees, and acknowledging that they are an [...]