Mutual Fund Owners, Check Your 1099s
“It’s really hard to make an argument for mutual funds in a taxable investment account.” – Meb Faber, Cambria Funds It’s easy to rail against…
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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...
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Weirdness without Parallel
One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.” –…
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The Best of Bogle
“I will create value for society, rather than extract it.” John C. Bogle, Founder of The Vanguard Group On April 13, 2004 John C. Bogle,…
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The Most Dangerous Thing II
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Jason Zweig, Author & WSJ Contributor. Back in…
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2018: No Place to Hide
“There’s always a bull market somewhere” – Jim Cramer, CNBC Mad Money This marks the first and last time we quote Jim Cramer. He spews…
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Take the Low-Hanging Fruit
The market carnage to close out 2018 carries an important reminder. Investing is hard. Performance comes and goes. The last nine years of easy money…
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Tis the Season for Wall St. Forecasting Pt. II
“Never make predictions, especially about the future.” – Casey Stengel, Legendary Baseball Manager. This might be my favorite topic to write about. In fact, it’s…
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Don’t Be Afraid of the ‘R’ Word
“Fear, greed, and hope have destroyed more portfolio value than any recession or depression we have ever been through.” – Jim O’Shaughnessy, Financial Author &…
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Let’s Talk Yield Curve Inversion
Picture a veteran stock broker roaming the halls of a investment advisory firm. His shirt is stained with coffee. From the look of his wrinkled suit it…
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