Investment Strategy

Your 8% Retirement Yield

In the March 2016 issue of Richard C. Young's Intelligence Report, Dick Young wrote that if you want to achieve an 8% long-term yield...

The Maximizers

“Meltdown? Absolutely baked into the cake as I write to you, and becoming more of a deep midterm concern for me as time passes,”...

Is Your Broker Giving You the Best Advice?

Once again a Wall Street brokerage has been caught red-handed passing off puff pieces on the stocks and bonds of companies it has an investment...

Roger Babson Quoted in Book: 1929

Here’s a reminder about the markets, emailed to me by a client from the Greatest Generation over the weekend. What she sent was not only...

What Not to Do in 2016

In the February 2016 issue of Richard C. Young's Intelligence Report Dick Young wrote: This month, I have a master list of things you do...

The Fright of Squandered Capital

In the December issue of Intelligence Report, Dick Young wrote about helping investors protect and preserve their capital acquired over a lifetime. My focus, first...

What Lies Ahead for Markets is Not Clear

In the December issue of Intelligence Report, Dick Young writes: The rigged (check with the Fed) financial markets are increasingly imperiled by the domination of...

Adam Smith and the Prudent Man

From the WSJ: Adam Smith, “The Theory of Moral Sentiments” (1759): The prudent man always studies seriously and earnestly to understand whatever he professes to understand,...

Your Best Bond vs Stock Portfolio Balance

In the November issue of Intelligence Report, Dick Young advised investors that his primary motivation is keeping them out of trouble. My focus, first and...

Investing Lessons From my Father’s Father

Do you remember your first job? I forget what my father’s first job was, but I know he started working at a very young...