Do Not Zoom in On Monthly Returns
Clients got worried about their investments last month. But I want to encourage them (and you) to zoom out to the bigger picture.
The Best Interest »
portfolio
When *Not* To Rebalance?
Rebalancing is an important part of portfolio management. But we need to understand if it’s always necessary…
Your Portfolio Works While You Work
Put in some time and effort up front, don’t hover too much, and use time as a lever: make your portfolio work while you work.
Nowhere to Hide: Why 2022 is a Uniquely Bad Investing Year
2022 is different – and worse – for investors than any year since 1950.
The Perfectly Imperfect Investor
The more you accept your investing imperfection, the closer to perfect you’ll be.
Selling and Surviving
“Jesse – I don’t understand why you hold bonds. I don’t know why anyone holds bonds. Can you explain the “problem” with a 100% stock… Read More »Selling and Surviving