Investment Strategy

ROBINHOOD HACK: Millions of “Users'” Data Compromised

Why would you expose yourself to this? The Hood has a lot of heart saying the matter’s resolved after a million accounts are compromised....

Gold Goose Inc. Keeps Banks off Your Farm

Listen, this is how I want you to think about yourself as an investor. Imagine you own a wonderful business. We’ll call it Gold...

Your Key to Happiness Is to Keep On Swimming

On Friday night, Becky and I visited with college friends for dinner at Scales and Shells here in Newport. It was so much fun....

RISKY BUSINESS: Pension Managers Risking Clients’ Money to Plug Deficits

It never ceases to amaze me how fiduciaries take risks with other people’s money. A case in point is Farouki Majeed, an Ohio pension...

Investment Advice: Sticking with the Four-Year-Olds

You know Peter Thiel as one of the few people in Silicon Valley who backed presidential candidate Donald Trump in 2016. Thiel was also...

Why You Can’t Afford to Miss the Boat

You can’t afford to miss the boat, especially when it comes to making money. But it happens all the time with investors. They let...

Is This a Buying Opportunity? Of Course, It Is

If you’re a serious investor and you’re wondering what to do with your lazy cash, then stop what you’re doing and listen. Contrary to...

BREAKING: Game Changer for ANNUITIES and Life Insurance

You know it’s no fun getting homework, especially on a Friday. But this is too important to let the weekend go by without thinking...

September 2021 Update: Fidelity Still Number One

In my conversations with you, you ask me why we use Fidelity Investments as our custodian for client accounts. As you know, we have...

Four Letter Word I’m Celebrating this Labor Day

Your Survival Guy wants to share a personal story with you. It’s from a client who’s finally calling it quits. Dr. Lee Payne and...