Financial Healing

Not long ago, our family sat in an office speaking with a doctor whose team had saved my son's life a few months earlier. Since the rescue surgery, Jacob (now 15) has had a couple of follow-up surgeries and endured quite a bit.  On the good side of a rough few months, Jacob’s surgeon hit [...]

4 Things You’ll Wish You Did Before the Bull Market Becomes a Bear Market

Well-known investor Howard Marks of Oaktree Capital has often said, “You can’t predict, but you can prepare.”  While markets are cyclical, oscillating between bull and bear markets, you can never know with certainty when the market is going to turn, how quickly it may do so, how far it might fall, or when it will [...]

CAPE’s Are Better Than Crystal Balls

You would never drive your car with your sight glued to the rear view mirror.  You would likely wreck or find yourself lost.  Yet many investors are guilty of that very thing.  They select stocks, mutual funds and other investments based on past performance, despite the ever-present admonition in financial literature that “past performance is [...]

Snowfall in Finland Is Above Average This Winter So Why Do The Knicks Keep Losing

You may have heard the news.  Between October 1st and December 31st, the stock market delivered its worst quarter since 2008 to culminate its worst year since 2008.  It was the stock market's worst December since 1931.  What caused the stock market selloff?   As we say often, there is rarely ever a definitive answer [...]

The Rewards of Fear

26 days into my professional career, something that had never happened before, happened.  And it was not an unprecedented event that largely went unnoticed – like the time, early in my career, when I inadvertently wore different dress shoes on my left and right feet.  While that remains memorable to at least one person, the [...]

Underwhelmed, Most of the Time

Investing in the stock market probably does not feel boring in December 2018.  Scary, volatile, unsettling, and capricious are terms that might be used to describe investing over the past few weeks.  But not boring. Yet successful investing is boring.  Beautifully boring.  Famous hedge fund investor George Soros summed it up well: "If investing is [...]

Things That Are Rare

Let's have an honest conversation about things that are rare. 1) A perfect game in baseball In over 210,000 Major League Baseball games spanning 140 years, there have been just 23 perfect games. 2) A full moon solstice  According to the Old Farmer's Almanac, there have been 10 full moon winter solstices and 8 full [...]

4 Secrets to Better Investing

1) Turn off the financial noise machine. Information overload is the norm in today’s world.  We demand it.  We expect it.  Your mind, my mind, and all of our minds are wired to digest information, emotionally respond to the information, and then to do something as a result.  This is why and how advertising works.  [...]

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