When I was a kid, I recall that a popular expression was “same difference.” It meant that two choices were essentially interchangeable. Despite its informality, it turns out that this idea can be helpful in financial planning. While some financial decisions are very important—and thus warrant [...]
Under the hood
There’s a funny story about Thomas Edison. When he was a child, apparently, he decided one day to set fire to the barn on the family’s property. After it burned to the ground, his parents were furious. “Why would you do such a thing?” his father asked. Young Edison replied, “I wanted to see what [...]
Evelyn Bartlett
In Ft. Lauderdale, Florida, an unusual property sits wedged in among a row of waterfront mansions. It’s a 35-acre patch of wooded wilderness with just a single home, called Bonnet House. It was for many decades the winter residence of a woman named Evelyn Bartlett. Mrs. Bartlett first began [...]
Ten Favorites
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. [...]
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