It’s Not How Much You Make, But How Much You Keep
Click here to view the pdf version "What is the difference between a taxidermist and a tax collector? The taxidermist takes only your...
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Investment Outlook
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- Oct 23
- 4 min
Third Quarter Investment Report – Higher Bond Yields Halt Stock Market Rally
Click here to view the pdf version An increase in bond yields over the final weeks of the third quarter interrupted the stock market...
- Sep 14
- 9 min
Intelligent vs. Smart
Click here to view the pdf version “In theory, there is no difference between theory and practice. In practice, there is.” – Albert...
- Aug 15
- 4 min
Keeping Up with the Joneses
Click here to view the pdf version Make yourselves sheep and the wolves will eat you.” - Benjamin Franklin I wrote the below newsletter...
- Jul 21
- 3 min
Second Quarter Investment Report – Equity Market Performance Led by Technology Shares
Click here to view the pdf version Equity markets continued to rally throughout the second quarter led by the technology sector, as...
- Jun 20
- 7 min
The Good Fortune of Being Born in the Right Place at the Right Time
Click here to view the pdf version “I received a letter just before I left office from a man. I don’t know why he chose to write it, but...
- May 16
- 7 min
Best Story Wins
Click here to view the pdf version “In order to win a man to your cause, you must first reach his heart, the great high road to his...
- Apr 17
- 6 min
The Seven Virtues of Great Investors
Click here to view the pdf version “We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas...
- Mar 20
- 6 min
Managing Risk for Ordinary Investors
Click here to view the pdf version “History is written by the winners.” ― Napoleon Bonaparte Market anxiety is high while confidence is...
- Feb 15
- 4 min
The Fear of Missing Out
Click here to view the pdf version “The secret to happiness is freedom … and the secret to freedom is courage.” —Thucydides It has been...
- Jan 18
- 6 min
Why I Avoid Mutual Funds
Click here to view the pdf version “The first step towards getting somewhere is to decide you’re not going to stay where you are.” —J.P....
- Dec 20, 2022
- 9 min
Ordinary Investors Who Jumped Into Crypto Are Saying: Now What?
Click here to view the pdf version “The long-term success of a relationship depends far more on avoiding the negative than on seeking the...
- Nov 16, 2022
- 5 min
Setting the Stage for Long-Term Investment Success
Click here to view the pdf version “People are willing to get short-term gains at the risk of long-term choices.” - Rick Rubin This past...
- Oct 19, 2022
- 5 min
The Value of Investment Advice
Click here to view the pdf version “It takes a great man to give sound advice tactfully, but a greater to accept it graciously.” - Logan...
- Sep 19, 2022
- 5 min
Stop the Doomscrolling
Click here to view the pdf version “It’s amazing that the amount of news that happens in the world every day always just exactly fits the...
- Aug 18, 2022
- 11 min
A Cost-of-Living Mess
Click here to view the pdf version "What the wise man does in the beginning, the fool does in the end." — Warren Buffett I believe in the...
- Jul 13, 2022
- 7 min
When Markets Are Tricky, Play Defense
Click here to view the pdf version “Notice that the stiffest tree is most easily cracked, while the bamboo or willow survives by bending...
- Jun 9, 2022
- 8 min
Sound Judgement Over Pedigree
Click here to view the pdf version “If you need to invoke your academic pedigree or job title for people to believe what you say, then...
- May 18, 2022
- 6 min
Fear is a Powerful Emotion
Click here to view the pdf version "Fear is the path to the Dark Side. Fear leads to anger, anger leads to hate, hate leads to...
- Apr 13, 2022
- 6 min
Stocks or Real Estate?
Click here to view the pdf version "We don't have to be smarter than the rest. We have to be more disciplined than the rest." -Warren...
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