Investment Strategy

Your Survival Guy from Boat Shoes to Loafers

On Saturday, Your Survival Guy changed his boat shoes for loafers for a one-night celebration of our daughter’s 24th birthday. A recent Northeastern University...

Your Survival Guy: “You Wouldn’t Have Liked It”

On Sunday, Your Survival Guy had to deal with some rough weather bringing our boat, the Tom Sawyer, back to Newport, RI. It wasn’t...

Survival Guy: An All-Weather Balanced Portfolio

You know Your Survival Guy’s been stuck in the fog plenty of times. That’s boating. And as I write to you this morning, it’s...

NYC, Crypto, ESG, the Haves and the Have-Yachts

Do you feel like you’re sipping from a firehose? Well, the next big thing coming for you is private equity as big players head...

The Lay of the Land: Who Can You Trust?

In times like these, it’s good to get your bearings. But sometimes there’s too much going on to do so. It’s why in my...

Achieving Balance in an Uncertain World

You know that the United States has bombed Iran, and markets are reacting to the potential for war and disruptions to the supply of...

Richard C. Young’s Intelligence Report from Feb. 1987

You may recall a couple of months ago, Your Survival Guy was close to being caught in the tariff battle with Canada because our...

Are You Familiar with the EF and Arithmetic?

Are you familiar with the Efficient Frontier (EF) and the arithmetic of losses? As I wrote to you yesterday, over the weekend, I had...

A Classic Issue from Richard C. Young’s Intelligence Report

Over the weekend, Your Survival guy re-read Richard C. Young’s Intelligence Report from August of 2015. In this classic issue, he explained how the...

Graduating from Work to Retirement Special Bonus: God Only Knows

OK, here’s the deal. For some of you, even a large swath of you—my client base—the reality of school was this: It wasn’t for...