Growing up, I watched get-rich-quick infomercials, from selling vitamins through tiny classified ads in thousands of newspapers ($50,000 per week!) to flipping real estate (buy a home with nothing down…
…bond end 2017? It closed out last year around 3.1 percent. Under 3.0% 3.0 to 3.5% 3.5 to 4.0% Above 4.0% This is one of the questions that we ‘answered’…
…CIPM Ryan Craft, CFA Marie Tustin, CFP® Lauren Kingsten, CFP® Stacie Brost, CPA Cliff Reynolds, CFA, CFP® Sakis Salas, CFP® Joe Kelley Gary Melchior, CFP® Michael Lissner, CFP®, CEPA Dannelle…
…published an ad in the Wall Street Journal welcoming Big Blue to the personal computer business with the headline, ‘Welcome, IBM. Seriously.’ IBM had previously scoffed at computers for the…
…academics did ‘out-of-sample’ tests to see if the same effect, that small cap stocks tend to outperform large cap stocks, was universally true or specific to his in-sample study period….
…the tax system is voluntary as if it’s some kind of ‘gotcha’ moment (here’s the video clip on www.youtube.com) The tax system is voluntary in the sense that the people…
…my pet peeves – I don’t think anything in the investment business is absolute – especially not returns. These funds haven’t lost money, so they have lived up to their…
…1.5 percent higher. That’s not quite as high as what we enjoyed last week, but the day hasn’t even started yet, they may go higher. Like with Powell’s speech, I…
…in the U.S. That leads me to lesson number one: understand the data that you’re evaluating. A better data set is a list of ‘primary statistical areas’ (PSA) as defined…
…number of companies before they went public that you may have heard of: Amazon, Google, Dell, Amgen, Pinterest, Snapchat, Cisco, Red Hat, Facebook, Twitter, Uber, Airbnb, etc. In one letter,…
