Reasons To Sell “If a picture paints a thousand words….” –Bread (song from 1971) 06-22-2020 It’s true. Oftentimes a graphic illustration conveys a stronger message than words. If you have any doubts, check out this chart of reasons to sell going back to market lows in March 2009 right up to the present. Reasons To …
2020 ADV 2 “Financial Industry Regulatory Authority (FINRA)” 06-15-2020 As part of my fiduciary duty to you, I am required to supply you with a copy of my annual ADV 2 that I submit to the Financial Industry Regulatory Authority (FINRA). In this download you will find my filing for 2020. There are no material …
Do You Believe In Fairy Tales? “The market is smarter than we are and no matter how smart we get, the market will always be smarter than we are.” –Kenneth French 06-08-2020 Have you ever fascinated about getting tomorrow’s newspaper today? Imagine knowing tomorrow’s news and all the money you could make in the stock …
Costly Negative Emotions “I want to talk about the brain’s basic design and how it can lead to some really bad investing decisions.” –Paul Winkler 06-01-2020 Paul is an interesting character and a friend of mine. Check out his short video where he shows how negative emotions can rob the rational thought part of the …
Fear Itself “Let me assert my firm belief that the only thing we have to fear is….fear itself – nameless, unreasoning, unjustified terror, which paralyzes needed efforts to convert retreat into advance.” –Franklin D. Roosevelt 05-26-2020 Wise words that certainly pertain to these strange times. Instead of bringing us together, this current crisis seems to …
Have Hope “I do have a lot of hope. That hope is based on what I see around the world.” –David Booth, founder of Dimensional Fund Advisors 05-18-2020 David Booth is one of the wisest people in the investment industry. He’s someone I take very seriously. Check out this short clip of his titled: Righting …
Asymmetrical Bet “Owning stocks is an asymmetrical bet.” –Jonathan Clements 05-11-2020 I have been a long term follower of Clements. I have always found him to be direct and spot on. But, what the heck is he talking about here? Asymmetrical is the opposite of symmetrical. It means unequal or unbalanced. Find out why this …
Scientifically Engineered “I knew there was this body of work where we actually knew something about financial markets and it was scientifically testable and scientifically demonstrated… (DFA) took all that and put it to work in real life day to day portfolios.” –Jed Fogdall, Dimensional Fund Advisors 05-04-2020 Check out this short video where Jed …
Matson on Fox Biz “Investors have to stay long-term focused…..focus on the next 20 years not next 20 minutes. Do not panic in these volatile markets.” –Mark Matson, CEO Matson Money 04-27-2020 Our friend Mark Matson continues to spread the truth about investing and how the markets really works. Check out his appearance last week …
Facts Not Opinions “Sudden market downturns can be unsettling. But, historically, U.S equity returns following sharp downturns have, on average, been positive.” –Dimensional Fund Advisors recent research paper 04-20-2020 Everybody seems to have an opinion on how we’re going to come out of the coronavirus pandemic. What type of recovery are we going to have? …