I wrote this article back at the beginning of 2020. Before social distancing, when we could still buy tickets for Spring Training games, and before many of us were actually tapping into our emergency fund. Now is a great time to really prioritize your Emergency fund as part of your Financial Plan to...
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We left last week continuing to explore our investment strategy acknowledging the reality that the value premium has been negative across all markets for the ten-year period ending in 2019. Conversely, the profitability premium and the market premium have been strongly positive over that same period...
We finished last week’s post with two revelations that spring from the efficient markets theory: It’s very hard to exploit “mispricing”, if not impossible, after accounting for the costs to do so. The “market portfolio” is a very efficient portfolio, and you better have a good reason to ...
One of the silver linings to all of this is that I’ve gotten the chance to spend more time with my two-year-old daughter and four-year-old son than I otherwise would have. Of course, as other parents know, spending more time with kids now also requires that we take on the role of teacher. In my [&...
Given the heightened volatility of the last month (and yes, I realize you can put that opening in the “understatement hall of fame”), it’s important to go back to the basics on an understanding of market mechanics and what it means to us as long-term stock investors. The first fundamental poin...
Americans have long been among the most financially generous people in the world, a virtue that has been very evident to me in the nearly three decades I’ve been working with clients as a financial advisor. Many of my clients have created big-hearted bequests in their wills in the hopes of using t...
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