admin

Be Wary of Election Year Narratives

Clearly election season is upon us. How do we know that? Well, of course the Democrats are debating and campaigning in order to secure a presidential nominee. Also, President Trump’s rallies are occurring more frequently in swing states. These are the obvious cues. There are also less obvious cues.

Read More

What’s not important now? What is?

Market volatility has once again made headlines. What's important to know and understand?

Read More

What Resonates with You?

The investment philosophy of our Serious Money Approach rests upon 3 key principles: Faith in the Future Problems get solved even if we can’t predict how it will happen. Patience Problems get solved even if we can’t predict when it will happen. Discipline Doing what almost always works and not trying something that hasn’t. I want to illustrate how the three principles work...

Read More

Is the market just like a casino?

With the market enjoying a significant rally for the past two months following a big downturn in the market at the beginning of the year, I’m reminded of a statement made to me years ago by a worried investor: “The market is just a big gamble, like a casino.” It is true that the market can gyrate up and down, and it is true that the movements can appear to be random, and it is also true...

Read More

The Market Rebounds: Is the correction over?

You may remember how the market began 2016. I used the word “dreary” in my newsletter of January 16, 2016. It is now two months later and we are witnessing a big rebound in the market, such that, as I write, the market has erased its entire negative performance for the year and we are now in positive territory for 2016. I ended my January newsletter with three lessons that I have learned...

Read More