We Were NOT Jacked Up By Obamacare
Just about every year I write a post about the annual increase in our health insurance (my wife and I). We've had what I thought was the same HSA plan for many years although we have increased our...
View ArticleDo Portfolio Diversifiers Belong In Your Portfolio
My latest for Alpha Baskets is posted and titled Do Portfolio Diversifiers Belong in Client Portfolios? Over the years I have obviously been a proponent of using funds that tend to not look like the...
View ArticleBear Markets: Different Ingredients, Same Market Behaviors
My latest for Alpha Baskets looks at the extent to which markets are relatively more complex this year than last year and a reminder that bear markets may start for different reasons but create the...
View ArticleA Decline In January Draws Attention to Portfolio Protection
My latest for Alpha Baskets looks at funds that sell short one way or another. Whether the current decline will turn out to be something meaningful or something we very quickly forget it is true that...
View ArticleWhat Harvard Can Teach Us About Portfolio Management
My latest at Alpha Baskets is titled What Harvard Can Teach Us About Portfolio Management. The endowment was featured in Barron's and the results lately have not been so great. The comments drew a lot...
View ArticleWeekly Market Update
One of my regular blog posts for AlphaBaskets is a Weekly Market Update which looks at macro events moving markets, ETF industry news and then a couple of what are hopefully interesting items that are...
View ArticleIf You Canât Retire at 30 Then How About 38?
As a followup to the post from a couple of weeks ago about a couple in Colorado who recently retired at 30, we look at a couple now 61 who retired at 38. Although they still probably have many years...
View ArticleInvestor Refresher (An Intersection of Investing and Firefighting)
My latest post for Alpha Baskets looks at an aspect of behavioral finance with an example from the firefighting world that popped up when I took my EMT refresher. It's the type of behavior we've all...
View ArticleStanford Wonk Argues In Favor Of Levered Equity Funds
My latest for Alpha Baskets looks at a kind of unique idea for portfolio construction that includes liberal use of levered ETFs. The idea is similar to ideas from some other people that we've looked at...
View ArticleGetting in Front of Changing Retirement Dynamics
In my latest post for Alpha Baskets I delve into how to monetize a hobby using my firefighting as an example. The idea here, beyond the financial importance for a lot of people, are the layers of...
View ArticleSite Redesign Coming!
Next week we will implementing a site redesign that will include the kind of double R ranch style logo and the updated banner that looks like something from The Big Bang Theory.And an unrelated picture...
View ArticleInvestment Go-Bag
My latest for AlphaBaskets revisits Jason Bourne's safety deposit box inspired from a WSJ article that considered the argument for blending active and passive together in a portfolio.From the...
View ArticleIPO's Are Hot Again & The Weekly Update
A twofer of posts over at Alpha Baskets.First up is a look at the hot IPO market. I found some interesting stats but I would add that there won't be a repeat of 2000 (we are below new issuance levels...
View ArticleBarron's ETF Roundtable
This week's Alpha Baskets Market Update includes a look at the Barron's ETF Roundtable including the following great quote;This is Amazon versus Barnes & Noble. The mutual fund companies are...
View ArticleWhat If Grantham is Right?
My latest post at Alpha Baskets looks at a couple of dour expectations for US equity returns, not so much whether to agree or disagree but think about what to do if these expectations turn out to be...
View ArticleA Properly Diversified Portfolio is Only Part of the Solution
My latest post at Alpha Baskets is titled A Properly Diversified Portfolio is Only Part of the Solution and brings together some real world examples of two concepts that we've explored before. One is...
View ArticleThe Minefields of Stock Market Content
My latest for Alpha Baskets is a bit of a departure; titled The Minefields of Stock Market Content. Lately there has been bit of a dust-up about anonymous content on Seeking Alpha and paid content on...
View ArticleThe Mediaâs Incomplete Coverage of the Active/Passive Debate
My latest for Alpha Baskets is titled The Mediaâs Incomplete Coverage of the Active/Passive Debate. Basically, media coverage of this topic doesn't circle back what different types of clients need....
View ArticlePeople Make Their Finances More Complicated Than They Need To Be
This week's Alpha Baskets post is titled People Make Their Finances More Complicated Than They Need To Be and features a list of simple investment rules written up by Morgan Housel at The Motley Fool.A...
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