Investing


May

19

2017
Wall Street’s Greatest Magician

Wall Street’s Greatest Magician

“Every great magic trick consists of three parts or acts. The first part is called “The Pledge”. The magician shows you something ordinary: a deck of cards, a bird or a man. He shows you this object. Perhaps he asks...

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May

12

2017
Can You Imagine?!

Can You Imagine?!

Earlier this year I came across an interview with Adele Martin, a successful financial advisor in Australia (XYPN Radio Podcast Ep #74).  Adele discussed changes that Australia’s regulatory bodies have adopted in recent years to protect consumers from poor but...

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Apr

06

2017
The Future is Bright

The Future is Bright

* This is the 2nd article in a series about the Confidence Allocation * Last week I wrote that having conviction in a foundational set of beliefs is critical to long-term investment success.  Let’s build on that. If you want to...

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Mar

31

2017
Confidence Allocation

Confidence Allocation

* This is the 1st article in a series about the Confidence Allocation * “All you need in this life is ignorance and confidence, and success is sure.” -Twain Investing, like many things in life, can be confusing.  Even the best...

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Mar

03

2017
Kudos to the Robo-Advisors

Kudos to the Robo-Advisors

A friend of mine recently asked for my thoughts on an automated investment service she’d been hearing a lot about.  As an attorney, she wondered if it was the investment industry’s version of Legal Zoom, a popular web-based legal service...

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Feb

24

2017
Buffett a Victim of His Own Success

Buffett a Victim of His Own Success

In 2007, Warren Buffett made his famous bet with the hedge fund Protege Partners.  He bet $1 million that Protege’s hedge fund investments would not be able to outperform an S&P 500 index fund over the next decade.  Nine years...

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Feb

17

2017
Risk and Uncertainty

Risk and Uncertainty

In our day to day lives, the terms risk and uncertainty are often used in the same breath.  There is a difference, though.  Risk and uncertainty are not one and the same.  In More Than You Know, Michael Mauboussin had...

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Jan

25

2017
Understanding the Pension Problem

Understanding the Pension Problem

Despite how often we hear about them, pensions remain a mystery to many.  Without getting overly technical, I thought it would be helpful to illustrate the basics of pension math using a simple example.  First, let me define a few...

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