[accordions]
[accordion title=”ASSET ALLOCATION”]
- MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY March 26, 2021
- READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK February 19, 2021
- AVOID MARKET TIMING February 12, 2021
- OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER October 30, 2020
- CONSIDER SOME “HOMEBODY” INVESTMENTS June 20, 2020
- STAY CAUTIOUS May 1, 2020
- HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET April 3, 2020
- CHECK YOUR ALLOCATION TO STOCKS February 21, 2020
- START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS January 24, 2020
- REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS September 28, 2019
[/accordion]
[accordion title=”CASH”]
- NEVER RISK GETTING CAUGHT SHORT OF CASH June 21, 2019
- RAISE SOME CASH AND HOLD IT August 29, 2014
- KEEP A STASH OF CASH IN YOUR PORTFOLIO May 23, 2014
- START TAKING SOME MONEY OFF THE MARKET TABLE December 13, 2013
- START TAKING SOME MONEY OFF THE MARKET TABLE November 22, 2013
- RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO April 17, 2013
[/accordion]
[accordion title=”DIVIDENDS”]
- PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO October 5, 2018
- OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS May 18, 2018
- PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU August 25, 2017
- PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU September 18, 2015
- INVEST IN DIVIDEND PAYING STOCKS October 10, 2014
- OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS August 1, 2014
- TAKE SOME PROFITS IN YOUR TOP PERFORMERS OF THE LAST FIVE YEARS July 18, 2014
- TAKE ADVANTAGE OF THE POWER OF COMPOUNDING March 21, 2014
- INVEST IN GROWING DIVIDEND STREAMS January 24, 2014
- CONSIDER PUTTING SOME MONEY INTO HIGH QUALITY COMPANIES WITH A HISTORY OF PAYING AND INCREASING DIVIDENDS February 15, 2013
[/accordion]
[accordion title=”FUNDS”]
- OWN SOME DIVIDEND GROWTH COMPANIES October 11, 2019
- CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE September 15, 2017
- CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS September 8, 2017
- SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO May 26, 2017
- BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW May 5, 2017
- MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES April 28, 2017
- CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO April 14, 2017
- CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER April 7, 2017
- ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO December 9, 2016
- IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET October 28, 2016
[/accordion]
[accordion title=”GLOBAL INVESTING”]
- CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE November 13, 2020
- CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO October 16, 2020
- GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW February 15, 2020
- DON’T CHASE PERFORMANCE February 7, 2020
- STICK WITH PUBLICLY TRADED SECURITIES January 17, 2020
- THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO October 26, 2019
- FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE October 18, 2019
- OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES September 21, 2019
- MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY May 24, 2019
- LATIN AMERICA ECONOMIC EXTREMES May 10, 2019
[/accordion]
[accordion title=”HOUSING & REAL ESTATE”]
- TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES October 14, 2016
- CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO August 23, 2013
- CONSIDER BUYING A HOME SOONER RATHER THAN LATER IF PLANNING TO BE IN THE MARKET FOR ONE February 1, 2013
- CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND September 28, 2012
[/accordion]
[accordion title=”INVESTING PRINCIPLES”]
- MAKE SURE YOU ARE TRULY DIVERSIFIED September 10, 2021
- EXTEND YOUR INVESTMENT TIME HORIZON April 9, 2021
- DON’T FIGHT THE FED! September 10, 2020
- STICK WITH YOUR INVESTMENT DISCIPLINE July 3, 2020
- KNOW YOUR RISK TOLERANCE AS AN INVESTOR March 27, 2020
- PAY ATTENTION TO POLICY, NOT POLITICS November 15, 2019
- PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM November 9, 2019
- PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS August 4, 2019
- LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS July 5, 2019
- PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH June 29, 2019
[/accordion]
[accordion title=”PERSONAL FINANCE”]
- GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS November 6, 2020
- ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO October 23, 2020
- REASSESS YOUR EXPENSES May 15, 2020
- REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS January 10, 2020
- February 23, 2019
- TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLAN December 7, 2018
- TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS” November 17, 2017
- CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING June 23, 2017
- MAXIMIZE YOUR AFTER TAX RETURNS February 17, 2017
- MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO February 3, 2017
[/accordion]
[accordion title=”READING LIST”]
- READ “COMMON SENSE” August 10, 2020
- TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION June 14, 2019
- READ: “SOCIAL VALUE INVESTING: A MANAGEMENT FRAMEWORK…” April 19, 2019
- READ OR REREAD BUFFETT April 12, 2019
- READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM July 20, 2018
- ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE July 28, 2017
- READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON” July 14, 2017
- READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET July 7, 2017
- READ: THE SECOND MACHINE AGE November 18, 2016
- CLEMENT & JAKAB: WHAT TO READ July 22, 2016
[/accordion]
[accordion title=”RETIREMENT”]
- HAVE A PLAN TO SAVE REGULARLY December 14, 2019
- KNOW WHAT YOUR SPECIFIC SOCIAL SECURITY BENEFITS ARE August 9, 2019
- READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS November 9, 2018
- CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT May 25, 2018
- BUILD UP YOUR SAVINGS March 24, 2018
- DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT October 6, 2017
- MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS April 21, 2017
- DEVELOP AN ALTERNATIVE RETIREMENT INCOME SOURCE March 31, 2017
- HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT September 23, 2016
- SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS April 15, 2016
[/accordion]
[accordion title=”RISK”]
- OWN SOME SAFE HAVEN INVESTMENTS July 25, 2020
- DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO August 3, 2018
- OWN SOME GOLD BULLION April 27, 2018
- PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES April 13, 2018
- START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO March 30, 2018
- IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS… January 19, 2018
- NEVER FORGET THAT MARKETS ARE RISKY October 20, 2017
- OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO October 13, 2017
- DE-RISK YOUR BOND PORTFOLIO February 24, 2017
- DE-RISK YOUR PORTFOLIO February 10, 2017
[/accordion]
[/accordions]
