Using a Lifestyle Reserve To Ride Out Market Storms
You may have noticed, we seem to be at the beginning, end or middle of an especially rocky ride in…
Twenty-Five Years of Being Me (and a new website)
While I’m somewhatnorth of 25 years old (by a couple of decades), 1993 is the year I count as my…
Stop trying to correct for market corrections — revisited
In 2015, I published an extended series of “financial stop-doing” posts, suggesting what investors could STOP doing, if they wanted…
Is there going to be a market correction? And, if yes, then what?
Note: Originally posted in August 2014 and updated in September 2015, we have again updated this Q&A to reflect 2017…
Battle of the Brains: Market Portfolio 1, Fancy Hedge Fund 0
Over a decade and after costs, which approach should come out ahead: investing in a simple, S&P 500 index fund,…
Q&A: As my wealth accumulates, should I invest in alternatives?
High-net-worth investors are often tempted to get fancier with their investing once their net worth opens access to more exclusive…
20 years as a personal financial advisor: still balanced after all these years
This month marks my 20th anniversary as a personal financial advisor, so I’m in a reflective mood. As I look…
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