Investing Blog Post

What is Risk Tolerance? Risk tolerance is a topic spoken about often in the media and financial ecosystem.  When you hear this discussed it usually gives you the impression that determining your risk tolerance is something easy to do.  In reality, determining one’s risk tolerance is more of an art than [...]

Capital Preservation. Always The First Priority. Capital preservation should be an investor's top priority. The standard equity and bond allocation has been disastrous in 2022. Investors who do not manage risk and drawdowns, have challenging compounding consequences. I launched my book “Invest Like The Best” in February 2021. Maybe this [...]

How to Become an Investor Good for you.   Asking “How to become an investor?” is an important first step in becoming an investor. You’re off to a great start!   Anyone can become an investor, and there are a lot of ways to invest. You’ve got the stock market, [...]

Mutual Fund Fees: Are You Paying Too Much? Are mutual fund fees inherently bad? No.    Is paying too much in fees bad? Yes.   Do fees erode performance? Yes.    Is there such a thing as a free lunch? No   Finally, cost is what you pay, value is [...]

Solving the Money Problem: Active Portfolio Management I’m writing this on June 20th, 2022. We’re coming off one of the greatest bull market runs of all time, and entering a potentially new era of investing.    As you try and successfully navigate your financial future, and work on solving the [...]

Should I Invest In Cryptocurrency? It seems like you can’t go anywhere without hearing about cryptocurrency. There are television commercials, social media ads, and I’d estimate that around 3 out of 5 direct message requests I receive on LinkedIn are people trying to convince me to purchase crypto from them. [...]

The Simple Path to Wealth: Behavioral Finance There is a simple path to wealth, but it's not an easy path. To successfully navigate it, you'll need to recognize potential roadblocks.   Over my life, there have been a lot of things I intellectually understood, but didn’t do.    When I [...]

Interested in Impact Investing? Ask Your Advisor These 5 Questions Today, people increasingly want to align their money with their personal values—and not just through charitable giving, but in how they choose to spend and invest.   Millennials, in particular, strongly prefer that their investments both perform well and influence [...]

Should You Rebalance Your Portfolio? The Basics of Target-Band Rebalancing It’s a term you’ve probably heard before, but should you rebalance your portfolio? Famous economist, John Maynard Keynes, once said, “The market can remain irrational longer than you can remain solvent.” Basically, what he’s saying is that we don’t know [...]