We all know intellectually that things can’t be good forever. “All good things come to an end.” I think there’s a step beyond just tolerating this truth.  There’s also a perfection to necessary evil. Bear markets,…

I like to watch people anchor their boat.  It’s a calculated process: this spot would be perfect now, but things are going to change.  The tide is going to shift.  We’ll be on top of that…

Sometimes I hear investors, experienced and novice both, refer to stock market investing as ‘adult gambling’. While a bit strange and redundant considering you must be an adult to legally gamble, I understand the sentiment.  The…

Making decisions can be hard. Pivotal moments in life.  The right answer isn’t clear.  The pros and cons seem to neutralize. Yet, usually our intuition leads us one way or the other.  This is where friends…

Maybe you remember the Walt Kelly cartoon from 1971 about pollution: “We have met the enemy, and he is us.” Most speed bumps in life I can trace back to my own transgressions. Forgive my golf…

“The Great Resignation is real.”  I recently went for a walk with a close friend, and he used this line in reference to people leaving his current employer.  It resonated as the conversations I’ve had in…

Broker dealers and banks have discovered that lots of people will make their financial services decisions based on their online experience – “how is my information delivered to me?” is ultimately the question being asked.  The…

Simplicity is a concept that most agree is worth integrating in our lives. I’ve never heard someone say, “I’d really like to complicate my life more.”  But, I’ve heard plenty say, “It’d sure be nice to…

A boss in my early 20s said to me once in passing: “One thing at a time, right?” Who knows what preoccupied me.  But do I ever remember feeling called out.  He put his finger right…

1. They don’t secretly demonize or idolize money.  A happy investor recognizes two sides of the same coin: that they could want all the money or resist money.  Either way, they’ll be caught in the same…