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Good Company, Bad Stock

We must fight against our internal investing logic that says, “It’s a good company – it must be a good stock!”

Rebalancing is an important part of portfolio management. But we need to understand if it’s always necessary…

When investments are too guaranteed, their returns (quite literally) must be small. This is a fundamental truth of investing.

We need to face reality. You’re in trouble if losses cause you to overreact or make big mistakes at the worst possible moments.

People make a huge mistake when they overlook the amazing value that Social Security plays in a long-term retirement plan.

The problem I want to highlight today is the investor who thinks, “I’m all passive, therefore I’m all set.”