The big question on my mind these days is whether inflation is "transitory" or enduring. This matters because inflation tends to have a...

The thing about investing in stocks is, they aren't bonds. "Well, duh," you say, "obviously stocks and bonds are different. Everybody...

TLDR: Yeah. It is. Investors spend a lot of time speculating (read: daydreaming) about what it would be like to have bought Amazon stock...

One of my goals is to help people make financial decisions that increase their happiness and satisfaction in life. At times, this can...

I don't ask this question to provide a "right answer" that will apply to everyone in the ultra-high-net-worth category. Instead, I'd like...

I hope you are doing well and enjoying a little extra sunshine and longer daylight hours. This winter felt longer than usual to me, so I...

Inflation has broad and profound effects on the economy, particularly in the worlds of business and investing. It puts added pressure on...

The relationship between inflation and stock market performance is not as straightforward as some pundits (and some advisors) have...

For any money you'll need within a year or less, I wouldn't recommend investing your cash reserve in anything riskier than very short...

The problem with goals is when they crowd out everything else in your mind. From the outside, this looks like determination (which is a...

Most people are familiar with the stock market, which consists of hundreds of publicly traded companies that are all on their own,...

My book recommendation this month is a little unusual (although that may be true of almost all my recommendations so far). The Power of...

The main way I make money is by managing investments for a fee. This is controversial for some people. Mostly, the pushback sounds like,...

There are many examples of faulty reasoning when it comes to money, and gambling in particular. A particularly destructive notion is...

Over the long term, the S&P 500 has produced total returns of around 10% per year. At least when you measure results over a given 40 year...

People in their late 50s and early 60s face an interesting situation when it comes to retirement. On one hand, many of them don't have...

Happy New Year! I hope 2022 is off to a great start, and that you're taking some time to reflect on your life and your progress over the...

I thought it would be fun to share some of the things I do for clients throughout the year. Notice that intelligent portfolio management...

I believe the financial world can be divided into two major groups, "spenders" and "savers." All else equal, a saver, when they see extra...

Hope you had a great Thanksgiving and have some fun things to look forward to in the next month. I usually send a specific book...