We were sitting outside on a beautiful late summer Portland day. I was having a spirited conversation with a retired prospective client who was working…
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Should I Just Buy the S&P 500 in Retirement?
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
read moreIs Anyone Bullish on the Stock Market?
We shared a laugh about how easy it was to come up with a list of potential landmines for the financial markets. The conversation was…
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Should you Act on Big Down Market Days?
“Well, that escalated quickly.” – Ron Burgundy, Anchorman It should be obvious by now that presidential tweets are untradable, unpredictable, and financial markets are paying…
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Simple Doesn’t Sell
“Complexity gives a comforting impression of control, while simplicity is hard to distinguish from cluelessness.” – Morgan Housel, The Collaborative Fund As financial markets flare…
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Is Your Wealth Manager Overweight Equities?
“Pay attention to what they do, not what they say.” – Anonymous I was perusing a research note from another financial institution on their portfolio…
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How Common are 5+% Pullbacks?
A client asked me what our crystal ball was saying after the turmoil this week. It’s impossible to know what happens next, but it did…
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How I’m Personally Invested
I give people advice about what to do with their money. Therefore, you have a right to know how I personally invest, and my attitude…
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All-Time High Retirement
The year was 2007. Bob had been with the same company for 30 years. He had diligently saved throughout his career, paid off his house,…
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Fool Me Once, Fool Me A Billion Times
“You don’t have to be the biggest to beat the biggest.” – Ross Perot Raymond owns a small independent advisory firm (RIA) in the Portland…
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