Investment Strategy

We’ve Seen this Movie

Retirement investors are piling back into stocks, a bit late I’d point out. Stocks accounted for 67% of employees’ new contributions into retirement portfolios...

History Repeats Itself

BlackRock reports that investors are saying they’re risk averse while piling back into stocks. As recently as last summer and fall, respondents to BlackRock’s Global Investor...

Fidelity Leading the Way

After reading Michael Lewis' new book Flash Boys, it's easy to see why this makes sense for Fidelity. Reuters reports: Fidelity Investments said on Thursday...

Tax Freedom Day 2014

The Tax Foundation illustrates Tax Freedom Day 2014:

The Three Most Important Words in Investing

According to the man who taught Warren Buffet how to invest the three most important words in investing are: margin of safety. In his...

Flash Boys

I downloaded my copy of bestselling author Michael Lewis’ new book Flash Boys today. Lewis appeared on 60 Minutes last night: https://www.cbsnews.com/common/video/cbsnews_player.swf

It’s Never too Early to Retire

Controlling what you spend has some benefits. Forbes talked to two extreme early retirees and developed a three step process that could work if...

The Rich Man

Your approach to this market needs to be like that of my favored prognosticator: the rich man. You see the rich man, as Dow...

Investing to Win the War

In my close to 20 years working with investors I have found gauging one's risk tolerance is more art than science. There are models galore...

Thanks for the Investment and Good Luck!

Some of the big dogs in private equity are selling. Good luck to those who stick around. The WSJ reports: Shares of private-equity firms are...