Investing

July 31, 2024

Too Much of a Good Thing

To say that I was proud to toe the starting line of the Boston Marathon […]
June 1, 2024

The Power of Finfluencers: Buyer Beware

I recently listened to a “finfluencer” describe the power of buying assets, not stuff. For […]
May 2, 2024

Why Not Just Own Large Caps?

If you have reviewed your recent performance report or read Matt DeVries’s 1st Quarter 2024 […]
March 15, 2024

Fishing Requires Patience

One of my favorite memories of growing up in Stockholm, Sweden, was fishing with my […]
December 27, 2023

Election Predictions

Ready or not, 2024 is right around the corner. A myriad of events await us […]
May 31, 2023

Debt Ceiling Turmoil

As I write this article, the stalemate over the US debt ceiling continues. However, it […]
May 26, 2023

The Counterintuitive Stock Market Strategy: Lose Less

In 2020 my wife and I purchased a Peloton exercise bike. We had read wonderful […]
February 23, 2023

The Ugly Truth of Diversification

Most of us have heard the phrase, “Don’t put all your eggs in one basket.” […]
January 13, 2023

ESG Investing: A Big Help or a Big Hype?

On November 22, 2022, the U.S. Department of Labor finalized a rule that allows retirement […]