The “Perpetual Portfolio”: A potential solution for aging DIY investors
Being a self-directed investor has enormous advantages: more control, less complexity, and often higher net returns, to name a few. But there are also risks and one of the big…
This category is all about investing in stocks, bonds, and real estate. I might write about individual equities, ETFs, REITs, and mutual funds.
Being a self-directed investor has enormous advantages: more control, less complexity, and often higher net returns, to name a few. But there are also risks and one of the big…
It's been a long time since I've written about a specific stock. Truth is, I'm not that interested in individual stock analysis because I just don't see the upside. Even…
Organisms can position themselves in one of two ways from an evolutionary perspective: specialize or generalize. Specialist species are adapted to a narrow range of conditions. They are specialized for…
You’ve worked hard for your money. You’ve accumulated wealth by being responsible with your spending and saving decisions. Why? So that you can use that money to enjoy a long,…
I heard someone smarter than me say on a podcast recently, "We don't react to the events in our lives. We react to our interpretation of those events." He was…
My last post, Why I am not a Bitcoin investor, sparked a surprisingly positive response both in and out of the comments section - thank you to those who reached…
I have been slow to get on the Bitcoin train. OK, actually I've kept a safe distance and watched that shiny Bitcoin engine gain speed and momentum, hurtling through space,…
Here is an apocryphal story for you. Its veracity may be questionable, but its impact and utility are not. A university professor enters a classroom full of students carrying a box…
There are some questions that are difficult for DIY investors to answer themselves. One that comes up fairly frequently when I mentor people who are close to retirement is when…
A reader asks: I’m a 62 year old business owner looking at retirement in the next few years, trying to figure out what kind of portfolio is going to provide…