Strategy

Warren Buffet said this. He’s done pretty well for himself. Maybe there’s something to this? What Does That Mean? It’s a catchy and news-worthy quote, but how do we take action? And by we, I mean those of us who don’t have billions of dollars and who don’t manage many large corporations including Berkshire-Hathaway, GEICO […]

When in doubt, go with a story. I’ve written a bit about asset allocation. In my mind, having a well-thought out asset allocation plan, and updating it as our lives change, is as important as choosing the right investments. Yeah Right If I’d chosen a nice low-cost S&P 500 fund like IVV in December 2009,

We invest to grow our wealth, so it’s natural to want to keep score. How are we doing? If we’re not doing as well as we’d like, or as well as the other guy, maybe we need to make some changes. This is how we’re programmed. We did this in school with our grades. We

About 5 years ago, I started helping my mom with her finances. She asked me to help, not because she was concerned about her investment performance or because she was uncomfortable making investment decisions on her own, she asked because she was constantly getting a pile of fund prospectuses on her doorstep. Seriously, the thing

I’ve talked about some of my more interesting investment decisions like being wowed by Netflix’ service and after loving it for years decided to look into the company. Or watching the TV Show Ozark and then driving by Bank OZK and deciding to look further. The best investment ideas seem to arrive in slightly strange

While we all celebrate our first Fed rate cut, and enjoy a robust stock market rally, don’t forget about plain old boring cash. Savings Account Interest When I was a kid, I would deposit my paper route money in my passbook savings account and I could depend on it growing at 5.25% each year. Pretty