Should You Invest Like Harvard?
Many people think the smarter you are and the more sophistication you bring to your portfolio, your performance will be better. This is a big reason that hedge funds continue to attract assets. Well, what if we had a chance to look at the smartest people in the world to see if that theory holds water?
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Five Ways To Combat Inflation; An Underrated Risk
One of the most underrated risks for investors today is inflation. Most likely, that is due to the recency bias all of us tend to exhibit. The fact that inflation has been tame for the last 30 years leads many to think that this will continue indefinitely.
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Wisdom, Experience, and Life Lessons
It is always wise to listen to those who have come before us. They have experience and wisdom that younger generations lack. That is why I found the post done by WSJ columnist Jonathan Clements so insightful. Here are 11 changes he sees in himself, and others, as they age.
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I Am Sitting On Cash, Should I Wait For the Next Market Crash To Invest?
This question is pretty common amongst our clients we meet with. They may have built up cash over time, sold a real estate property, or inherited money. Whatever the reason, they find themselves sitting on cash and are fearful of investing it in the stock market.
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The Most Important Metric To Track For Financial Independence
Every few years, investors seem to find some scheme to try to get rich. Most recently, it’s been Bitcoin. After advising hundreds of wealthy individuals and families over the past two decades, I have found one ratio that has been key to allow them to accumulate AND preserve wealth.
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Unreasonable?
The 5th circuit court recently ruled that the Labor Department’s rule requiring financial advisors to act as a fiduciary to an investor’s retirement savings is “unreasonable.” What did the rule actually say that made it unreasonable? Basically, when dealing with an investor’s retirement savings, a financial advisor must act in the client’s best interest.
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