Investing & Retirement

Should you be hand-picking stocks? Timing the market? Or taking the “lazy portfolio” way out?

Investing and Retirement are complicated and consequential topics. The articles below address these complex ideas.

I hope you enjoy them! And let me know what other questions you’d like me to dig into.

The Man Who Never Looked Up

They say “the best story wins.” How do take “financial planning” – an admittedly boring topic at times – and tell a better story?

Warren Buffett is great. Index funds area also great. But they are not the same! How do we square that circle?

Clients got worried about their investments last month. But I want to encourage them (and you) to zoom out to the bigger picture.

It’s that time of year again. The Wall Street wizards look in their crystal balls at the next year of stock performance.

Who is more famous globally: Taylor Swift or Cristiano Ronaldo? The answer hides a powerful investing lesson.

People in the retirement planning community (especially online) do not have the right mental models long-term stock market returns.