Bear Market

If You Didn’t Lose Money During The Great Recession….

The housing crisis in 2007 and 2008 that trigged the Great Recession was brutal for equity investors. Most major market indexes including the S&P 500 suffered peak to trough drops of as much as 57% over a 20 month period. Put another way, more than half of your portfolio was...


Becoming a parent is a life altering event that comes with its joys and often trials and tribulations. As they hold their bundle of joy and admire the little miracle, rarely are young parents thinking beyond stocking up on more diapers or getting a full night of uninterrupted sleep. But...

When Is A Good Time To Sell?

A few years ago, I flew north to meet with a group of venture capitalists in Seattle and found myself in a conference room on the 34th floor of a building overlooking the waterfront and The Seattle Great Wheel. As venture capitalists, this group had decades of experience as private...

Should You Refinance Your Mortgage?

If you are a homeowner with a freshly minted sizable mortgage or someone with a seasoned mortgage that you have been paying down for years, the question of whether you should refinance your mortgage probably pops up often. There are several reasons homeowners consider refinancing their mortgage including,   i) taking...

What’s Your Number?

Over the years I have had several conversations with friends about the money they think they need for retirement and the number they come up with often surprises me. The number is often overstated and the more assets they appear to already have, the higher the number appears to be....

Investment Lessons from Two Towering Intellectuals

Most people have heard about the towering intellectuals Sir Isaac Newton and Benjamin Franklin who were born in the 17th and 18th centuries respectively but left an indelible mark in our lives several centuries later. Most school kids are required to learn Newton’s three laws and it is hard to...

The Most Dangerous Word In Investing

When it comes to investing there is a single four letter word that in my nearly two decades of active investing experience has proved to be the most dangerous. It is a word that has a positive connotation in nearly every other area of life. It is a word that...

Don’t Be an Average Investor

Don’t Be an Average Investor (Or how to be a more tax-efficient investor) When reading the article How To Retire: Kill The TV on Seeking Alpha, the following image caught my eye.  Contrary to what you might expect, the part that surprised me was not the paltry 2.6% annualized returns...

Dividend Intervals and Events

In our article titled “The Super Powers of Compound Dividend Investing” we discussed the benefits of investing in dividend stocks and how returns can be compounded by reinvesting those dividends. We also discussed other important dividend metrics like the payout ratio and dividend yield. We wanted to expand on that...
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