Tag Archives: Tax Free


Location, location, location! The Secret of Hidden Investment Returns

If you’re interested in earning dependable positive returns that you can actually manufacture yourself, there is something you need to write at the top of your to-do list. Alpha is the excessRead More…


Shortbread: Randomly Walking with Monkeys

“A blindfolded monkey throwing darts at a newspaper’s financial pages could select a portfolio that would do just as well as one carefully selected by experts.” -Burton Malkiel, A Random Walk DownRead More…


Shortbread: Market Timing

“I can’t recall ever once having seen the name of a market timer on Forbes‘ annual list of the richest people in the world. If it were truly possible to predict corrections,Read More…


Money Skills: Passive Core-Satellite Investing for Serious Wealth Building

The Fix The Investments Series Core-Satellite. Core and Explore. A rose by any other name… Often called Core and Explore, the basic portfolio construct is to have a CORE position in largeRead More…


Shortbread: I Love Money!

“I love money! I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline poweredRead More…


Money Skills: Build Intelligent Investment Portfolios to Build Substantial Wealth

The Fix The Investments Series Volatile markets offer the perfect opportunity to reflect on your personal approach to investing and wealth building. October 2018 showcased the uneasiness than can develop in financialRead More…


Shortbread: Facts and Wishful Thinking

“We want only the facts that justify our acts—the facts that fit in conveniently with our wishful thinking and justify our preconceived prejudices!” – Dale Carnegie