Blog
Notes on behavior, markets, and meaning — published monthly for clients and anyone else who wants a steadier way to think about money.
The Downside of Certainty in Investing
Investors are always seeking greater certainty; we all want to know what the future holds and make the best decisions today for a better tomorrow. This desire stems deep in our phy…
Read →
Is Warren Buffett Bearish?
Last month, Berkshire Hathaway held its annual shareholder meeting, including Buffett’s famous letter to shareholders. In his letter, Buffett is quite transparent about Berkshire’s…
Read →
Why We Diversify
The most straightforward and valid reason to diversify is that we don’t know what assets will do well in the future and which will do poorly. In other words, we cannot predict; we …
Read →
A Dependable Forecast for 2025
Most investors love economic and market forecasts. With uncertain and volatile markets, our brain craves some idea of the future. However, economies and markets are unpredictable, …
Read →
Tips to Scam Proof Yourself in 2025
The frequency and efficacy of scammers have increased over the years. A report from the FBI says that losses to cybercrime activities have increased nearly 200% since 2000. With th…
Read →
The Goodness of Gratitude
Tis the season of gratitude! Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Given the contentious and divisive election season we have endured,…
Read →
The Best Financial Resource for Investors
Investors have many different financial news outlets across various media channels from which to select to get their desired news. Most investors want to be informed – and informat…
Read →
Why the Media is So Negative
Have you noticed that the media tends to have a negative bias to the things they report? Now and then, there is a positive story, but it appears that most headlines and stories are…
Read →