Do you work for a public company? Your RSUs are probably worth waaaay less when they vest nowadays than you thought they would be just six months ago.Continue reading
Sometimes it just sucks to be an investor. And consumer.
Do you pay attention to the financial press or to what’s happening in the stock market (or bond market!) or to the price of broccoli at your local grocery store?Continue reading
You Can Save in Three Different Tax “Buckets.” What Are They, and Why Should You Care?
I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know about.Continue reading
Angel investing. You really really want to. But should you?
You got that itch to invest in some early stage companies. Maybe a former colleague founded a company and you know they’re Super Smart and their idea is So Good. Or you just love the cause that this one company is supporting.Continue reading
This time with feeling: Keep your investing simple to get better returns.
My blog posts about investing are usually just so damn boring. But this time, this time, I …shoot, no, it’s just more of the same. At least this time I have research to make me sound more legit.Continue reading
Simple Investing is Good Investing
Don’t let anyone tell you that wealthy people don’t invest in mutual funds, stocks, and bonds. These traditional investment categories are the backbone of most portfolios and, in many cases, they are the only assets wealthy people invest in. You have not outgrown stocks and bonds just because you have new money.
When You Invest, Start with the Right Questions (Hint: They’re Pretty Simple)
Should I invest in the stock market?
Should I invest in crypto?
Should I use Robinhood?
Should I keep my money as cash?
When you start thinking about investing your money, these are The Wrong Questions.Continue reading
Stock market. Coronavirus. Do you feel a wee bit anxious? Find comfort in numbers (and double entendres!).
Presumably you have been consuming a lot of media about the coronavirus and the recent stock-market drop. Over the last two weeks, the financial media has been bleeding and leading, so I thought a less hysterical commentary on at least the stock-market part might be helpful.
Tricks (Witting or Not) that Investment Advisors Play
I am an investment advisor. I believe that I, and many other investment advisors, bring real value to our clients’ lives. But man, this profession is rife with, mmmm, unseemly behavior.Continue reading
It’s the 90th anniversary of the Crash of 1929. Are you ready for the next market crash?
As is part of my weekend tradition, this past weekend I read Jason Zweig’s column (paywall) in the Wall Street Journal. (And yes, to answer your unasked question: I do revel in embodying some stereotypes of financial professionals.)