Brief Review of @Motif Investing Platform

Posted Leave a commentPosted in Investing

This year, I started looking at the Motif investing platform, and for my clients, offering managed accounts through Motif Advisor. Basically, Motif is a different type of online broker that, rather than selling you stocks one at a time, allows you to trade in “Motifs” (basically baskets of up to 30 US-listed stocks or ETFs) for a […]

How Your Financial Advisor Gets Paid: One of the Most Important Questions to Ask

Posted 2 CommentsPosted in Personal finance, Saving

Early in my Wall Street career (but not in business school nor my pre B-school career, somehow) I learned one of the most important lessons I ever learned in business: if you want to understand why different professionals do what they do and don’t bother doing other things you might want them to do, look […]

A 63-year chart of US Interest Rates and the 35-year old bond bull market

Posted Leave a commentPosted in Books, Education, Investing

I love long-term charts, and recently started re-reading the 5th edition of Jeremy Siegel’s classic “Stocks for the Long Run“.  Being naturally curious, I also like to keep an eye on how investments in “Bonds for the Long Run”, “Balanced Portfolios for the Long Run” and “Alternative Investments for the Long Run” would do.  Siegel’s […]

How different were the German Mark, French Franc, and Italian Lire before the Euro?

Posted Leave a commentPosted in Education

Yesterday I posted a 45-year historical chart of 9 currencies where I described the difference between appreciators, depreciators, and long-term range-bound currencies.  I considered the Euro to be in the latter category, but the Euro was made up of currencies like the Deutsche Mark (DEM) which behaved more like appreciators and currencies like the Italian […]

45-year Historical Chart of 9 Major Currencies Against the US Dollar

Posted 1 CommentPosted in Education

This is one of my favorite charts to update and post every now and again, showing the long-term view of how many different currencies have appreciated or depreciated over time.  I even used to have a version of this chart on the back of my business card as a conversation starter. In the short term, […]