When Erroneous Models Produce Better Results

Several weeks ago Jason Zweig wrote about an erroneous and failed model employed in the [...]

Averages Are Misleading & Dangerous to Investors

We use averages a lot in the business of investing and financial planning. Two of [...]

The Challenge of Engaging Others

There may be some truth to the saying, “dog is man’s best friend.” Maybe that’s [...]

When a Respected Investor Becomes a Fearmonger

On April 5, 2018 Jack Bogle, founder of Vanguard, and a very respected investor said, [...]

With Uncertainty, Process Always Trumps Outcomes

The markets are filled with uncertainty and most investors are focused on short-term outcomes. This [...]

When Both Rational & Irrational Investors Sell

I recently read an article in Barron’s that discussed why rational investors may sell in [...]

Treating Your Investments Like Private Equity

Private equity consists of investments in private (non-traded) companies. They are often available through limited [...]

Passive Investing vs. Passive Investor

Over the past several years, investors and experts have debated passive vs active investing. Passive [...]

Goodbye Roboadvisors, Hello Roboallocators

Ever since Roboadvisors came into existence, I questioned their true purpose. They marketed themselves as [...]

The Melt-Up, Overconfidence & Confirmation Bias

    What is a Melt Up? 90 Sec Video     The Overconfidence Bias [...]