“The investor’s chief problem, and even his worst enemy, is likely to be himself.” -Benjamin Graham, The Intelligent Investor
29Jul/19
22Jul/19
Performance only matters after fees and expenses
“Most institutional and individual investors will find the best way to own common stock is through an index fund that charges minimal fees. Those following this path are sure to beat theRead More…
18Jul/19
Kazaam, the Master Genie of Active Keep!
Spotted this on LinkedIn and had to post it here: As of today, Dr. Shaquille O’Neal, Ed.D. is the joint owner of 155 Five Guys Burgers restaurants, 17 Auntie Annie’s Pretzels restaurants,Read More…
15Jul/19
Needle in a Haystack
“Buy a cross section of American industry, and if a cross section of American industry doesn’t work, certainly trying to pick the little beauties here and there isn’t going to work either.”Read More…
11Jul/19
Money Skills: Turn, turn, turn.
Recognize it or not, you will move through several distinct phases of your financial life: wealth building, wealth preservation and wealth distribution. By understanding the importance of using the most relevant andRead More…
08Jul/19
Guilty of improper measurement?
“Properly measured, the average actively managed dollar must underperform the average passively managed dollar, net of costs. Empirical analyses that appear to refute this principle are guilty of improper measurement.” -William Sharpe,Read More…
01Jul/19
Objectivity?
Your advisor’s objectivity may only be as deep as his limited product shelf. There are thousands of financial instruments, so how can your advisor exercise genuine objectivity if he offers the sameRead More…
10Jun/19
Money Skills: RETIREMENT? It’s a big question. You shouldn’t…
R E T I R E M E N T ? It’s a big question. You shouldn’t answer it alone. There aren’t many questions in life bigger than RETIREMENT, with some notableRead More…
10Jun/19
The Old-fashioned Way
“I made my money the old-fashioned way. I was very nice to a wealthy relative right before he died.” -Malcolm Forbes
03Jun/19
Invest Yourself in the Higher Notion that…
“Invest yourself in the higher notion that making money should be a passive and less stressful enterprise, while keeping money will become the daily financial focus, exploiting every method possible to doRead More…