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
Financial Quick Takes: Making Mistakes
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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
Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an… Read More
Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no… Read More
Who Is “the Media”?
In past conversations with you, we’ve been known to take aim at the media. That’s because bad things tend to happen to your personal wealth if you read, watch, or… Read More
