How I invested my first 10 years of savings, bonuses and 401(k)/IRA contributions and top 10 lessons learned
Of all the habits I started early in my career, I would rank the habit of paying myself first, saving at least […]
Tag: mutual funds
Invest by Model or by Judgement? Join the #Buyside Debate @LipperLeaders @thomsonreuters
Thomson Reuters advertised the question of whether predictive modeling or human judgement is more important to generating alpha by fund managers on […]
Understanding the "Fiduciary Rule" and why investor education is so important
Update on March 8th: Tony Robbins recently posted a video similarly emphasizing investor education on Investopedia. Last Friday, US President Donald Trump […]
Brief Review of @Motif Investing Platform
This year, I started looking at the Motif investing platform, and for my clients, offering managed accounts through Motif Advisor. Basically, Motif is […]
How Your Financial Advisor Gets Paid: One of the Most Important Questions to Ask
Early in my Wall Street career (but not in business school nor my pre B-school career, somehow) I learned one of the […]
A 63-year chart of US Interest Rates and the 35-year old bond bull market
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 […]
Advantages of directly owning 30 or more stocks instead of an index fund
This is an summary and excerpt of my article “Why I Wouldn’t Invest More Than $100,000 In An S&P 500 ETF Or […]