My last conference summary to you was about rising prices. Energy costs contribute to the price of most everything. Whether its vacation travel, transportation of goods or raw materials, food, heating or cooling, or just staying plugged in! Therefore, the debate (or...
According to the zany theory called the January Effect, they are supposed to go up. January was rough across most markets. The doomsayers, armed with historical data, were out in full force predicting the “mother of all bear markets” is just around the corner. And...
Avoiding Bad Luck with Rebalancing It’s easy to be complacent as our account balances have risen over the past twelve years. The record fast market decline from COVID was offset by an equally fast recuperation, driven by large doses of fiscal and monetary stimulation....
The famed economist John Maynard Keynes once quipped: “The market can remain irrational longer than you can remain solvent.” Or employed. Or happily married. It’s easy to get complacent when we watch our account balance increase during the great melt up over the past...
The Three Most Important Investment Decisions Many investors believe active stock picking, choosing the hottest fund, or timing the market is the best path to achieve wealth. Yet many well documented studies indicate this path produces poor results that are caused by...
There has been a lot of controversy and disagreement on the viability of cypto assets like Bitcoin. It’s been called the next “store of value” (akin to gold), a highly secure medium of exchange, an innovative piece of computer science, as well as an...
The Advice that Matters is our monthly newsletter that highlights key topical ideas on investing, business succession, financial planning, and retirement planning. Please complete this form to be added to our list.