One winter day in 2016, I jotted down a few comments about the market and emailed them to a group of clients. I received a few responses—some of them positive—so I did the same thing the following week and have continued that practice each week since. For better or worse, when it comes to investment [...]
Prisencolinensinainciusol, and other recommendations for the new year
I’m not big on new year’s resolutions. But January is a good time to conduct some financial housekeeping. Below are 10 ideas to consider as the calendar turns over. 1. Portfolio cleanup. I sometimes feel like a broken record when I talk about the disadvantages of actively-managed mutual funds. [...]
A year like any other
In the investment world, every year is unique. This year certainly was. But, in some ways, every year is also the same. The specific events change, but many of the underlying themes—and challenges—don’t change a whole lot. As 2022 winds down, it’s a good time to take a closer look at some of those [...]
Maintaining wealth
Recently, Wall Street Journal personal finance columnist Jason Zweig made this observation: Getting rich isn’t the hard part, he said. “Staying rich is the hard part.” On the surface, staying rich might actually seem like the easy part. After all, you simply need to build a balanced portfolio [...]
One step at a time
A few weeks back, I talked about the good-is-better-than-perfect principle. A close corollary is to approach financial decisions incrementally. What do I mean by that? An example is dollar cost averaging, whereby a sum of money is invested in regular increments rather than all at once. Does [...]
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