What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to… Read More
Are You Confused About Investment Costs? Fund Management Fees
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What Is Liquidity?
Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without… Read More
Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing
In our last piece, “You, the Market, and the Prices You Pay,” we explored how group intelligence governs relatively efficient markets (as well as jelly beans) in an imperfect world…. Read More
Evidence-Based Investment Insights: You, the Market, and the Prices You Pay
When it comes to investing (or anything in life worth doing well) it helps to know what you’re facing. In this case, that’s “the market.” How do you achieve every… Read More
4 Financial Best Practices for Year-End 2023
Scan the financial headlines these days, and you’ll see plenty of potential action items vying for your year-end attention. Some may be particular to 2023. Others are timeless traditions. If… Read More
Financial Quick Takes: Is Your Portfolio Underperforming … Compared to What?
Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy can leave you in the weeds. Trading in reaction to… Read More
Financial Quick Takes: The Wisdom of Crowds vs. Popular Delusions
In a bit of a paradox, you’ll find the following two titles on our recommended reading list: The Wisdom of Crowds, James Surowiecki (2005) Memoirs of Extraordinary Popular Delusions and… Read More
Financial Quick Takes: Making Mistakes
Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to minimize the ones that matter the most, and make the most of the ones that… Read More
A Balanced Look at Stock Buybacks Part 3: Risks Amidst the Rewards
In our last piece, we summarized the ways a successful stock buyback can deliver powerful, tax-efficient value to shareholders, without stunting future growth. But stock buybacks are like any other… Read More
A Balanced Look at Stock Buybacks Part 2: Sustaining Current and Future Value
In our last piece, we explained how stock buybacks generally work, and why we prefer investing in a globally diversified investment portfolio over chasing or fleeing particular buyback opportunities. Next,… Read More
