Changing Lanes: “Balanced” Portfolios
Picture that you are driving on the highway but stuck in bumper-to-bumper traffic. As you crawl along, you notice that the adjacent lane […]
Changing Lanes: “Balanced” Portfolios View More »
Investing
The Debt Ceiling
The story is always the same: we hear that Social Security checks might not go out and how government services will imminently shut
Basics: Investor Fitness
Of the cornerstone investor concepts, there is one that is more decisive than all others in delivering a superior investment outcome. We think
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Basics: South Florida or The Sahara Desert?
Imagine a world where you could choose where to live based on climate alone. In one corner, you have the picturesque Southwest Florida,
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Basics: The Power of Equity Dividends
It’s important for investors to know the basics, but many people only have a partial understanding of key ideas. One of these ideas
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History vs Headlines
We either are or are not currently in the thirteenth recession in the modern era since the Great Depression. Even though we have
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Impact of Diversification
These portfolios illustrate the performance of different global stock/bond mixes and highlight the benefits of diversification. Mixes with larger allocations to stocks are
Impact of Diversification View More »
Either/Or
2022 so far has welcomed us with a two-headed threat of the geopolitical crisis in Ukraine and the highest domestic inflation we have
George Washington, Geopolitics, and Investing
Although it now celebrates all of our Presidents, what we now call “Presidents Day” in the United States was at first a commemoration
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2022 Annual Client Letter
It seems like only a moment ago that we first heard the word COVID-19. While we were struggling to adjust to all of
2022 Annual Client Letter View More »