Blog
Notes on behavior, markets, and meaning — published monthly for clients and anyone else who wants a steadier way to think about money.
The Upside of Low Expectations
We all strive for favorable outcomes such as financial security, peace of mind, and evidence of progress. Naturally, we tend to approach situations with high expectations, especial…
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Succeeding in a Future No One Can Predict
Investing is inherently uncertain. Countless variables shape global economies and financial markets, many of which are unpredictable and beyond our control. Meanwhile, the media fl…
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Don't Worry, Be Happy
There’s no shortage of things to worry about today—tariffs, economic uncertainty, global unrest—all of which can impact our financial future. The media often magnifies these concer…
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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…
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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…
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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 …
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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, …
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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…
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