Asset Class Returns vs. “The Average Investor”
This chart tells us three things: 1) People are obviously doing something wrong very wrong with their investment dollars; 2) Attempts at...
“I come not to praise forecasters but to bury them.”
> My Sunday Washington Post Business Section column is out. This morning, we look at why It’s time to market forecasters to...
Last Slot Left for Seattle
Wow, that was quick! We have one or two slots left to meet with folks in Seattle during the week of January 20th (I am coming into town...
Bill Gross Defends His Record
Last year was a time of change and controversy for Bill Gross: His unplanned exit from Pacific Investment Management Co. in September, a...
Coming to Seattle !
The week of January 20th, I will be in Seattle to interview Howard Marks at the CFA dinner. I will also be visiting a few clients...
Seattle CFA Annual Dinner 2015
Later this month, on January 22, I will be interviewing OakTree Capital’s Howard Marks — a mini Live and in person MiB...
14 Meaningless Stock Market Phrases
Great list from Henry Blodget of Business Insider 14 Meaningless Phrases That Will Make You Sound Like A Stock-Market Wizard “The easy...
What is an Online Financial Advisor?
I thought this infographic was inforamtive. We launched our own online advisor last year called Liftoff: Source: Paladin Research...
Tony Robbins is a Brilliant Self-Help Guru, but a Terrible...
Trade Against a Self-Help Genius Self-help guru Tony Robbins may help people realize their personal potential, but his financial advice...