Are You Invested to Stay Invested?
Are you invested to stay invested? Don’t look now, but if your lazy cash is still sitting on your couch doing nothing around the...
Who Swoops in When There’s Blood in the Streets?
Your Survival Guy can’t stop thinking about the recent opinion piece by former President of Fidelity Investments, Robert Pozen. In it, he recommends a...
“What Do YOU Think?”
“What do YOU think?” asked my client in an email regarding the recent op-ed by Robert Pozen in The Wall Street Journal titled, “You’re...
Who Helps You Get Out of the House?
When you think about how you got to where you are with your investments, you can probably tick off a few names who helped...
Will You Have Enough?
When you live on a fixed income, it’s a terrifying moment when you wonder if you’ll have enough money for the rest of your...
Are You Spending Your Money Foolishly?
You know, there’s nothing wrong with making money slowly, but there does come a point when saving til it hurts can be like a...
Private Equity Is the Next Big Thing Coming for YOU: Part XIV
Blue Owl, which you may remember closed one of its private equity funds earlier this year, has now limited redemptions at two of its...
If Private Credit Busts, Will It Hurt?
You have been reading about private funds limiting redemptions and the dangers private equity and credit could pose to retirement investors in my ongoing...
Financial Armadillo: Are You a Compounding Machine?
UPDATE 3.11.26: You may have been following Dick Young's advice since you read his book, Financial Armadillo Strategy. That's coming up on forty years...
The Mindset of the Uncomfortable vs. the Comfortable Investor
All the uncomfortable investor ever dreamed about was being comfortable. You know, being able to buy a fancy car and a second home. To...