June 2020

June Financial Advisor’s Articles

A Butt Kicking

A Butt Kicking “If the data do not prove that indexing wins, well, the data are wrong.” –John Bogle 06-29-2020 Truer words were never spoken. If you have any doubts check out this article. SPIVA: 2020 Active vs. Passive Scorecard (Q1) If you don’t want to read the whole article, do yourself a favor and …

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Reasons To Sell

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 …

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2020 ADV 2

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 …

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Do You Believe In Fairy Tales?

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 …

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Costly Negative Emotions

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 …

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