Investment Strategy

I Don’t Miss the Boat, Because I’m Always in the Boat!

Market volatility is up, and any time that happens I get asked one question more frequently: “Is it time to sell it all and...

Write These Six Words Down

If you are looking for the best advice I can give anyone getting started in investing, you’ll need to travel back to November 1989....

No Second-Guessing, No Deviation from Focus

Here’s what I told you, all the way back in February of 2015: stay fully invested. I wrote: Stay Fully Invested As I’ve written ad nauseam,...

The Most Frequently Asked Investor Question

Throughout my years in the investment industry, the question most frequently asked by clients is probably “How are we doing?” In June 2015 I...

The Less You Spin, The More You Win

Making fewer, more focused decisions with your portfolio is a vastly superior strategy when compared to ill-considered rapid fire trading in and out of...

A Record Breaking Stock-Market

While I was speaking with clients this morning, we reviewed the current stock market and what may lie ahead. We talked about the record...

Want to Double Your Money in Investing? Read This First

Over my five-decade career in investing I have placed high value on on-the-ground intelligence gathered from real people. That’s why Debbie and I have...

How Many “Retirees” Will Keep Working?: Today’s Elderly Twice as Likely to Work than...

Americans aren't saving enough. That's not all their fault. The Fed has kept interest rates low, depriving savers of decent rates of return on...

New Jersey Opens a New Front in the Fiduciary Fight

Over the last few years the battle over the fiduciary duty of financial advisors has been fought at the federal level, but now New...

Dead or Alive? The Future of Long-Term Investing: Part III

“If the phone doesn’t ring it’s me” -- Jimmy Buffett It’s funny how time heals temporary temptations and laps of reason. I wrote the piece...