Investing


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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Jan

16

2017
Great Ideas vs. Great Investments

Great Ideas vs. Great Investments

Remember when that thing called “The Internet” really took off?  By the mid-1990s, the possibilities created by a fast, interconnected global computer network had our imaginations running wild.  Regardless of whether or not you understood the technology, you knew a...

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Jan

06

2017
revolution

When Average is Superior

Charley Ellis is the former chairperson of Yale’s investment committee and a well-known investment consultant. In 1975 he authored his now famous paper “The Loser’s Game.” He concluded his introduction with these humbling words: Psychologists advise us that the more...

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Dec

21

2016
2016 Favorites

2016 Favorites

We live in amazing times.  The amount of content available at our fingertips is seemingly limitless.  20 years ago, access to such wide-ranging, diverse ideas would have been nearly impossible.  Today, finding a new (or old) idea is always few...

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Dec

13

2016
Pension Performance Reporting Tricks

Pension Performance Reporting Tricks

Richard Branson is the founder of Virgin Group, a serial entrepreneur and a multi-billionaire.  Back in 2012, one of his Twitter followers asked him if there was a talent that came to him late in life that he wishes he had...

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Nov

25

2016
Tax Efficient Investing

Tax Efficient Investing

The impact of taxes on investing is often overlooked.  For investments outside of common retirement accounts (which are tax-deferred or tax-free), tax efficiency is hugely important.  Recently, Jeff Ptak (@syouth1), President and CIO of Morningstar Investment Services, explored this issue...

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Oct

28

2016
The Thing About Being A Genius

The Thing About Being A Genius

I just finished reading When Genius Failed, the story about a huge hedge fund (Long-Term Capital Management) that blew up in the late 1990s after an incredibly profitable 4-year run.  Unsurprisingly, their methods were too good to be true and...

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Oct

21

2016
Spotting the Sucker

Spotting the Sucker

“Listen, here’s the thing. If you can’t spot the sucker in your first half-hour at the table, then you ARE the sucker.” -Mike McDermott I’ve heard some people say that investing in the stock market is no different than gambling....

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