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
4 Financial Best Practices for Year-End 2023
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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
A Balanced Look at Stock Buybacks Part 1: How Do Stock Buybacks Work?
Stock buybacks—i.e., a company repurchasing shares of its own stock—have been targets for praise and criticism through the years. So, which are they: good or evil? We agree with The… Read More
What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing
In Part 1 of “What’s Wrong With Depending on Dividend Stocks?” we described why dividend investing—or, stocking up on stocks with a reputation for consistently paying out attractive dividends—may not… Read More
What’s Wrong with Depending on Dividend Stocks? Part 1: How Dividend Stocks Really Work
There’s a popular perception that “dividend stocks”—i.e., stocks with a reputation for paying out consistent dividends—can deliver decent returns, while also creating a dependable income stream for spending in retirement… Read More
Unsung Money Mentors: Personal Financial Columnist Sylvia Porter
In a recent piece, Who Is “the Media?” we offered our broad take on “the media,” and how to identify islands of investment insights across the oceans of daily news. Next,… Read More
