Newsletters and Articles

Information designed to help you boost your financial confidence.


What Is Private Equity?

  • Private equity’s average annual return has more than doubled world equity markets over the last two decades.
  • Investors often ask how private equity works and if they can invest in it.
  • Several hurdles make this asset class inaccessible to most investors.


Published on 7/2/20

Could Biden Tank The Market?

  • Presidents can be good or bad for stocks, but there are several other drivers too.
  • There is a big difference between politics and policy.
  • The real risk to investors is not who wins in November but how one reacts to the outcome.


Published on 6/26/20

Will Seinfeld Shed A Tear?

  • Hertz and other wild trading stories may serve as cautionary tales.
  • What tends to separate professional traders from novices is the focus on risk.
  • Those who treat the stock market like a casino will likely have a similar outcome.


Published on 6/19/20

Is The Recession Over?

  • The sharpest downturn since the Great Depression may also be the shortest.
  • If so, a new bull market could be emerging.
  • Waiting for a full recovery could do little more than swap one risk for another.


Published on 6/12/20

The Real Risk in Madoff’s Fraud

  • The media tends to report on events that have minor impact on our lives.
  • Investors can learn a lot by analyzing their own reactions to events like the Bernie Madoff fraud.
  • The real risk of outliers tends to be the reaction rather than the event itself.


Published on 6/5/20

What’s The Catch?

  • Charles Schwab and other discount brokers recently eliminated commissions.
  • Free trading has prompted investors to question how these firms make money.
  • Discount brokers are excellent options as long as investors use them properly.


Published on 5/29/20

Should We Go Away?

  • “Sell in May and go away” is commonly heard on Wall Street this time of year.
  • Selling in May and buying back in November has outperformed some but not all strategies.
  • Markets are far too sophisticated these days to rely on an adage that rhymes to meet your long-term investment goals.


Published on 5/22/20

What Do The Experts Think?

  • Some market participants see U.S. interest rates turning negative next year.
  • Interest rate predictions have a rather questionable track record.
  • Check any expert’s track record before assuming their opinion to be gospel.


Published on 5/15/20

Why So Negative?

  • Trillions in government debt currently trades with a negative yield.
  • Buying an investment with a negative yield locks in a loss if held to maturity.
  • The deeper countries go into negative territory, the more perverse the effects.


Published on 5/8/20

The April Paradox

  • The “April paradox” has many investors asking who keeps buying stocks.
  • The amount of uncertainty is almost impossible to quantify.
  • Perhaps there some who are looking well beyond 2020.


Published on 5/1/20



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