The Problem with Running to Cash When Times Get Tough
Albert Einstein was said to have described compound interest as “the eighth wonder of the world” and that it is “the most powerful force in the[…]
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Fixed Income Investing in an Era of Rising Interest Rates
Let's talk about bonds for a minute. Occasionally, we get asked about what the future prospects are for bond investors. Sometimes with the implication[…]
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Recent Market Volatility
It’s been grizzly out there. Times like these give me a chance to share my absolute favorite quote about markets. From Bill Bernstein’s book, he[…]
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It's Required Minimum Distribution Season
It’s Required Minimum Distribution (RMD) season (or Minimum Required Distribution - MRD, same thing). Beginning the year an individual turns 70 ½[…]
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The Wall Street Journal & Morningstar Are Fighting
The Wall Street Journal and Morningstar are fighting. On Wednesday, an in-depth piece ran in the Wall Street Journal that attacked Morningstar’s rating[…]
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What to Make of Bitcoin From an Investment Perspective
Bitcoin is has been in the news a lot recently. As of August 24th, the price of ‘physical’ Bitcoin had increased by 336%, year-to-date. Of course, as[…]
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Morningstar Star Ratings - What is a Five-Star Fund?
I had an interesting conversation with someone who was asking about the mutual funds we employ. Specifically, he asked if we use “Five-star mutual[…]
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Conversation Starter - World Market Cap
I often come across interesting images or thought-provoking data that I want to share with our community, but may not dictate 1,000+ words on the[…]
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The Your Age in Bonds Rule for Portfolio Allocation Might Be Hurting Your Retirement
Rules of thumb are common in the investment world. There’s the “rule of 72”, which gives us an idea of how often money will double. The safe retirement[…]
Read MoreThe Dow at 20,000 - The Dow is a Bad Index
Last week, the Dow Jones Industrial Average (“The Dow”) cracked the 20,000 point mark. It’s fun and exciting, and it’s seemingly and indication that the[…]
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