Transformed Investing

Transformed Investing “I’m broadly invested in the markets based on 95 years of data that have been tested by academics for 60 years and implemented in markets around the world.” –Dave Goetsch 10-25-2021 Goetsch is one of the most successful television comedy writers around. He was the executive producer of The Big Bang Theory along …

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A Long-Term Mindset

A Long-Term Mindset “Over the long-term, the stock market news will be good.” –Warren Buffett 10-18-2021 The above quote comes from an op-ed Buffett wrote for the NYT during the depths of the global financial crisis in 2008. In that same article he further pointed out….”In the 20th century, the U.S endured two world wars …

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Read and Heed

Read and Heed “Socialism and communism is not progress, rather it is simply marching back into the dark ages.” –Winston Churchill 10-11-2021 Not one to mince words, there’s no lack of quotes on how Churchill felt about socialism and communism. We might do well to read and heed some of his warnings. I came across …

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Defer As Long As Possible

Defer As Long As Possible “An annuity from the Social Security Administration provides a better return than commercially available annuities.” –Richard Connor 10-04-2021 A few years ago the Boston College Center for Retirement Research released a paper, Should You Buy An Annuity From Social Security, that presents a great case for delaying taking social security …

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Booth’s Brain

Booth’s Brain “When you develop a deeper understanding of public markets, you can cultivate a sense of optimism about investing.” –David Booth, Executive Chairman and Founder of Dimensional Fund Advisors 09-27-2021 This quote pretty much sums up why I write these weekly e-mails. Like Booth, I believe that when you get a better sense for …

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Just Looking For A Reason

Just Looking For A Reason “Everyday self-proclaimed stock market ‘experts’ tell us why the market just went up or down, as if they really knew.” –Warren Buffett 09-20-2021 We always want a reason. I guess it’s just part of our human nature. By all accounts, yesterday was a tough day in the market. The so …

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Most Stocks Are Duds

Most Stocks Are Duds “Don’t look for the needle in the haystack. Just buy the haystack!” –John Bogle 09-13-2021 Why’s that John? Simple answer….most stocks are duds. The truth of the matter is that most common stocks do not outperform risk free treasury bills over their lifetimes. If you doubt this, check out this recent …

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It Doesn’t Matter

It doesn’t matter “Which country will outperform?” –question posed in a recent DFA article 08-30-2021 The next sentence in the article is….Here’s why it shouldn’t matter. Check out this brief article to see why it doesn’t matter: Which Country Will Outperform? Here’s Why It Shouldn’t Matter. Exhibit 1 tells the whole story. In the past 20 …

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It’s Boring But Works

It’s Boring But Works “Do you believe in magic?” –song by The Lovin’ Spoonful 08-16-2021 Joshua Brown asks this same question in his recent blog post: Magic beans A lot of people want to live in fantasy land. This is especially true in the investing world. Many investors want to believe that someone out there …

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What’s An Investor To Do?

What’s An Investor To Do? “Everything screams inflation.” –recent headline in WSJ 08-09-2021 If you’ve been out to eat lately, gone grocery shopping or filled up your car with gas you’ve certainly noticed one thing….prices are going up! Inflation is heading higher. So, what’s an investor to do? Weston Wellington of DFA has a unique …

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