Posts
Active Investing
- Sales up 27%, Profits up 47%, Stock Down 7%! What Gives?
- 2 Hidden Risks of Selling Stocks Temporarily Now
- 5 Rules of Thumb to Avoid Making a Painful Investment Change
- Can you find Skilled Active Mutual Funds?
- Can you select Superior Mutual Funds?
Bitcoin
Currency
- Does a High Dollar Lead to Poor Emerging Markets Returns?
- A Great Diversifier to Hi-Tech
- Currency Risks for the Long Run?
Diversification
- A Hidden Measure of Investment Risk, Beyond Volatility
- 5 Rules of Thumb to Avoid Making a Painful Investment Change
- Warren Buffett’s Strategy vs. Quality Asset Management’s
- Outpacing the Longevity Escape Velocity
- Insurance vs. Diversified Stocks
- Growing College Savings Fast Despite the Short Horizon
- Why do Investors Love Large U.S. Stocks?
- Has Stock Diversification Failed?
- Can Increased Risk be Conservative?
- Diversification at Work!
Education Investing
Energy
General
- Sweat the Small Stuff
- Client Story: TV without the Big Expense
- Tips for Handling Hard Earned Money, Won Money, Found Money & Inherited Money
- 9 Signs for a Misleading Article
- 2 Hidden Benefits of Emerging Markets
- Buffett Talks about Investment Options
- Part of my Salary is only $10,000!
- How can you Plan in a World of Uncertainty?
- Can Money buy Happiness?
- Great Wealth: Step by Step
- What is Your Opportunity Cost?
- Who is on Your Side?
- What Causes Momentum?
- Is your Cash Dragging you Down?
- What is your Time Horizon?
- When is the Right Time?
- When are Bonds Too Risky?
- When are Stocks Too Risky?
- Is Your Money Invested Responsibly?
Inflation
- What is the Impact of High Inflation on Stock Returns?
- Tipping Point for Value?
- What Happens When Interest Rates & Inflation Rise?
Insurance
interest rates, stocks
- A Great Diversifier to Hi-Tech
- Tipping Point for Value?
- What Happens When Interest Rates & Inflation Rise?
- Testing Emerging Markets Value Investments in a Simple Graph
- Do Stocks Decline after Yield Curve Inversions?
- What do Stocks do when Interest Rates Rise?
Investing
- What is the Impact of High Inflation on Stock Returns?
- Does a High Dollar Lead to Poor Emerging Markets Returns?
- The Anatomy of a Lost Decade
- Can You Make Money Buying Stocks that Declined?
- A Great Diversifier to Hi-Tech
- S&P 500 10-Year Returns if The Past Repeats
- 2 Reasons I don’t Invest in Bitcoin
- Sales up 27%, Profits up 47%, Stock Down 7%! What Gives?
- Tipping Point for Value?
- The Surprises & The Expected of 2020
- Testing Emerging Markets Value Investments in a Simple Graph
- A Hidden Measure of Investment Risk, Beyond Volatility
- Long-Term Protectionism is Unnatural and Not Likely
- 2 Hidden Risks of Selling Stocks Temporarily Now
- 8 Principles for Happiness in the FIRE Movement
- How Much Should You Spend? A Rule of Thumb for All!
- Do Rising U.S. Interest Rates Hurt Emerging Markets?
- How to Use Volatility to Make Money
- The Winners and Losers of Tariffs
- Warren Buffett’s Strategy vs. Quality Asset Management’s
Investment Advisor Selection
Investment Psychology & Stock Declines
- Can You Make Money Buying Stocks that Declined?
- The Surprises & The Expected of 2020
- Testing Emerging Markets Value Investments in a Simple Graph
- A Hidden Measure of Investment Risk, Beyond Volatility
- Investing in the Midst of a Pandemic
- 2 Hidden Risks of Selling Stocks Temporarily Now
- 5 Rules of Thumb to Avoid Making a Painful Investment Change
- Can you be Happy with your Volatile Stock Portfolio Whether it is Up or Down?
- Your Neighbor’s Grass is Brown!
- How to Use Volatility to Make Money
- The Secret to Getting Rich
- Can you Guess the Top Performing Country Last Year?
- Volatility is not the best Measure of Investment Risk
- Can You Make Money in a Down Market?
- Don’t Worry, Climb a Wall of Worry
- A Vanishing Value Premium?
- The Power of Low Valuations
- When Emotions Should Play a Role with Money
- Feel Wealthy or Be Wealthy?
- Better than Dividends!
- Returns Following Bad Times
- How can you Maximize the Benefit of Bonds?
- Are you Subject to the Status Quo Bias?
- Can you Forecast Your Portfolio’s Future?
- Forecasting Yesterday
- When Should you Re-Enter the Market?
- A Strategy for Avoiding Stock Declines during Recessions
- Asset Allocation during Declines
- Sell or Buy?
- Are you Optimistic or Pessimistic?
- What would you do after a Steep Decline?
- Should you buy a Hot Stock?
- “This Time it’s Different!”
- Could you withstand another Great Depression?
- Make Volatility Your Friend
- Should you sell your declining stock?
Leverage of Stocks
- Mortgage Deduction Strategies Under The Tax Reform
- Growing College Savings Fast Despite the Short Horizon
- When Increased Leverage can Improve Your Short-Term Security
- Should you Leverage your Stock Investments?
- How does Leverage Work?
Pandemic
- Tipping Point for Value?
- What Happens When Interest Rates & Inflation Rise?
- The Surprises & The Expected of 2020
Real Estate
- Mortgage Deduction Strategies Under The Tax Reform
- When Increased Leverage can Improve Your Short-Term Security
- Maximum Wealth with Your Home
- How Much Should You Spend Buying a Home?
- Should You Pay Off Your Mortgage or Hold Stocks?
- When should you own your Home?
- Why should you own your Home?
- How should you deal with the Real Estate Slow Down?
- What is the True Value of Desirable Real Estate?
Retirement
- 8 Principles for Happiness in the FIRE Movement
- Should Higher Earners have Higher or Lower Saving Rates?
- Your Neighbor’s Grass is Brown!
- Outpacing the Longevity Escape Velocity
- Your Financial Health in a Single Number
- How Does the Book “The High-Beta Rich” Apply to You?
- 2 Reasons to Reinvest Dividends
- Money Can Buy Happiness with One Powerful Action!
- Better than Dividends!
- 6 Problems with Dividends for Income
- Will the Retirement Boom Lead to a Stock Bust?
- Is the Present More Important than the Future?
- The “Income for Life” Conundrum
- Do you have Financial Freedom?
- Optimal Retirement Income in the face of Financial Disasters
- What is a Retiree’s Time Horizon?
- Preparing for a Long Life
S&P 500
- What is the Impact of High Inflation on Stock Returns?
- The Anatomy of a Lost Decade
- Can You Make Money Buying Stocks that Declined?
- S&P 500 10-Year Returns if The Past Repeats
Spending
- A Hidden Measure of Investment Risk, Beyond Volatility
- 8 Principles for Happiness in the FIRE Movement
- Should Higher Earners have Higher or Lower Saving Rates?
- How Much Should You Spend? A Rule of Thumb for All!
Stocks
- What is the Impact of High Inflation on Stock Returns?
- Does a High Dollar Lead to Poor Emerging Markets Returns?
- The Anatomy of a Lost Decade
- S&P 500 10-Year Returns if The Past Repeats
- Sales up 27%, Profits up 47%, Stock Down 7%! What Gives?
- What Happens When Interest Rates & Inflation Rise?
- The Surprises & The Expected of 2020
- 2 Hidden Risks of Selling Stocks Temporarily Now
- 8 Principles for Happiness in the FIRE Movement
- Do Stocks Decline after Yield Curve Inversions?
- How to Use Volatility to Make Money
- Outpacing the Longevity Escape Velocity
- Insurance vs. Diversified Stocks
Taxes
- Long-Term Protectionism is Unnatural and Not Likely
- Optimizing the Stretch IRA under the new SECURE Act
- Why you should Hold Bonds in a Taxable Account
- Planning for Unlimited Roth IRA Conversions
- What is the True Tax Benefit of the IRA?
Uncategorized
- What is Inflation Risk and How to Invest?
- Optimizing the Stretch IRA under the new SECURE Act
- What Determines Investment Returns?
- Is Your Growing Income Making You Less Financially Independent?
Value Investing
- What is the Impact of High Inflation on Stock Returns?
- Does a High Dollar Lead to Poor Emerging Markets Returns?
- The Anatomy of a Lost Decade
- S&P 500 10-Year Returns if The Past Repeats
- Sales up 27%, Profits up 47%, Stock Down 7%! What Gives?
- Tipping Point for Value?
- What Happens When Interest Rates & Inflation Rise?
- The Surprises & The Expected of 2020
- Testing Emerging Markets Value Investments in a Simple Graph
- Investing in the Midst of a Pandemic
- 5 Rules of Thumb to Avoid Making a Painful Investment Change
- Can you be Happy with your Volatile Stock Portfolio Whether it is Up or Down?
- Value Investing Is Alive and More Appealing Than Typical
- A Vanishing Value Premium?
- Why doesn’t Everyone Benefit from the Value Premium?
Volatility
- The Surprises & The Expected of 2020
- A Hidden Measure of Investment Risk, Beyond Volatility
- Investing in the Midst of a Pandemic
- 2 Hidden Risks of Selling Stocks Temporarily Now
- 5 Rules of Thumb to Avoid Making a Painful Investment Change
- Can you be Happy with your Volatile Stock Portfolio Whether it is Up or Down?
- How to Use Volatility to Make Money
- Mortgage Deduction Strategies Under The Tax Reform
- Outpacing the Longevity Escape Velocity
- Volatility is not the best Measure of Investment Risk
