Financial Geekery

March 5, 2018

there are many, many people who are determined to win at Vegas by being a player in the casino. "The rules don't apply to me", they say. "I'm smarter than all those other rubes." I don't doubt you are -- but if you're not smart enoug...

February 12, 2018

Like a good financial plan, an IPS should always be a work-in-progress. Life doesn't stop changing; your plans shouldn't, either.

February 6, 2018

Any time you wonder, "should I be investing in that?", or "should I change how I invest?", the answer should lie in your Investment Policy Statement.

January 30, 2018

And why shouldn't you? Everyone's talking about it. There's the "investment guy" who's telling you how you should invest all your "dry powder" in it, and there's the historian who starts muttering about tulips every time Bitcoin comes up. So...what's the scoop? And wha...

June 27, 2016

When I first meet with clients, they often have very particular views on investing, generally coming from what they’ve heard all their lives. “It’s all about beating the market, maximizing the return on investment.” “Buy what you know.” “I need to make my portfolio mor...

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