What Has Your Advisor Done for You Lately?
Does your advisor look at you like a source of revenue or as a valued customer who needs to be treated with the white-glove...
Now Is the Time to KEEP What You’ve Made
You heard me here, here, and here, talking to you about making a plan. I’m not referring to the glossy reports you can get...
Cut the Wait Times at Fidelity and Vanguard with Your Survival Guy
Investing in a chaotic world isn’t easy. You hope you’re doing the right thing. But hope is not a strategy. When I talk with...
YOU’RE NOT A DATA POINT: Don’t Rely on a Robo-Advisor
Why is your lazy cash still sitting on your couch? Why is it eating your food and watching your TV for free while inflation...
Investors: By the Time You Realize This, It’s Too Late
"If the Phone 'Doesn't Ring, 'It's Me" -- Jimmy Buffett
You 'don't need to hear from me to know your breaking point. Because when you...
Don’t Be a FOOL: When Investors Reach for Yield
Quick public service announcement. It’s going to be a busy summer in Newport. Your Survival Guy can sense it. Last night, for example, we...
KNOW THYSELF: How Much Risk Can You Handle?
OK, you should have received your January statements by now, and probably you don’t like the looks of them compared to December’s. Aren’t we...
STAY GROUNDED: Investors Need Gravity to Keep Their Feet on the Ground
When Your Survival Guy is telling you that the risk-free rate of return is 0.22%, it’s time to pay attention. Sure, the Fed has...
You Invest, They Win: The Punishing Economics of Hedge Funds
Recently, The Wall Street Journal's Juliet Chung reported the story of Gabe Plotkin and Melvin Capital Management's massive losses incurred in 2021. Here's one...
You Won’t Believe How Much My Favorite Investing Book Costs
An interesting article came across my desk late last year. It was from Abe Books, an online used book retailer that sources books from...