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Monday, October 26, 2020

On our Zoom broadcast last Thursday evening (“Cocktails With Fred”) an excellent question was posed by one of our attendees. Specifically, what did I think of using a “put option” to protect one’s...

Thursday, July 30, 2020

In the world of portfolio management, where chasing “hot stocks” and the objective of “beating-the-market” seem to rule the day, many investors inevitably lose out by suffering huge losses and destroying their...

Wednesday, July 22, 2020

A conundrum faced by all investments both now and over the last ten years since 2008 is how they can generate income – both for retirement income as well as an add on to portfolio returns in a diversified, non-correlated...

Tuesday, June 2, 2020

May 31, 2020 Why Even Consider Investing In International Stocks Before getting deeply into a discussion regarding the how’s and why’s of including international stocks in a well engineered portfolio, its probably best to...

Monday, April 13, 2020

I have always been an optimist about our country -- even in what appeared to be her darkest hours of wartime, assassinations, rioting, runaway inflation and economic distress. I always knew, as Americans we could truly "overcome," find...

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Thursday, April 2, 2020

I've oft described there are nuances to the investment process that add to the returns that are lost upon those who only focus on the internal costs of index funds. The mistake many investors make is, as I've pointed out before is...

Tuesday, March 31, 2020

Attempting to time markets involves a twofold decision: not only when to get out of the markets but also when to get back in. Missing only of the few better days can be enormously costly to a portfolio as the graph (Courtesy of...

Monday, March 23, 2020

In an earlier tome I talked about context and revisited the 1918 pandemic (Spanish Flu) and the succeeding period which was known as "The Roaring Twenties" when this country and the stock market experienced exceptional growth. It even...

Tuesday, March 17, 2020

Markets are reflective of and report to us on human behavior via their pricing mechanisms. As an old friend, psychology Prof Ed Timmons from LSU once explained to a small group of us, when you take into account the human brain has...

Monday, March 16, 2020

Dear Clients & Friends, To begin with, I hope this letter finds you and your family safe. It is certainly a chaotic time, but as is often stated, “this too shall pass.” First off, it’s okay to be nervous about the...

Thursday, March 12, 2020

I've often written that one of the problems undisciplined, uncoached investors have is they always seem to be focused on picking up pennies while they miss seeing the dollars that would be otherwise available to them -- in other words...

Wednesday, March 11, 2020

Sanity In An Insane World As is often the case when an occurrence takes place that lights the fuse of a market/economic decline, a great deal of irrational behavior comes to light – that which both precedes the event (see...

Tuesday, March 3, 2020

This is a guest video created today by my good friend Mark Matson. I commend it to you because it addresses today's events and investors' responses to it that is all to human. I have addressed this issue in several turbulent markets...

Saturday, February 29, 2020

Obviously, this is the type of week and global market action that the media loves (if it bleeds it leads) and tends to bring the pundits out of the woodwork as various talking heads and the public look for some sort of explanation and...

Wednesday, February 12, 2020

Every so often I like to revisit an earlier writing and see how well it may have held up over the years. In this case, I went back to December, 2010 almost ten years ago and shortly after the 2008 - 2009 bear market -- which still...

Tuesday, February 11, 2020

As most of my readers know, our fundamental approach to investing is guided by specific principles (for which their creators received a Nobel Prize), namely: a passive approach (except where client circumstances dictate otherwise),...

Friday, April 12, 2019

I've written in my commentaries, before, about the hidden costs of investing – some which are not readily available to the average investor either from stock brokerage firms, financial planners or mutual fund purveyors. Among...

Friday, April 12, 2019

OK, its a teaser headline. I'm not aware of anyone, with any tool or tools who can consistently make correct market timing calls – of when to get in or out of the market(s) or which asset class(es) to move into and which to move...

Friday, April 12, 2019

In perusing one of the trade journals I was struck by a listing of "the best performing funds," which was followed by a list of the worst. What interested me was the fact that I found the "leading loser" was a (formerly) highly...