Anomaly – Listening to the Analysts

Next up – Grading the Analysts. One of the unavoidable truths that investors need to grapple with is there will always ... Read More


Anomaly – Overpaying for Growth

How can investors overpay for growth? What risks does it cause? This week we tackle this question to help answer ... Read More


Compound Interest

“Compound interest is the eighth wonder of the world.He who understands it, earns it …He who doesn’t … pays ... Read More


Anomaly – Dividend Paying Stocks

Since 1926, dividend paying stocks have outperformed non-dividend paying stocks by about 1.9% per year…with 39% less volatility. That’s impressive! For ... Read More


Anomaly – Value vs. Growth

Since 1926, if you were to rank stocks by their price-to-book ratio those with low ratios (value stocks) have outperformed those ... Read More


How Big Does Your Nest Egg Really Need to Be

This article was originally published at Kiplinger.  Anyone who has ever thought about retirement has surely asked themselves one basic ... Read More


Stock Market Anomalies Overview

Looking back through history, researchers have uncovered dozens of variables that have been associated with outsized equity returns. And for ... Read More


Making the Case Against Day Trading and Thrill-Seeking

One of the most-thumbed books on personal finance in my local library is entitled Warren Buffett Invests like a Girl: ... Read More

Coronavirus & Your Money

Join us for a LIVE VIRTUAL WORKSHOP from the comfort of your own home (online), where we’ll help you to sift through the noise and fear to arrive at actionable takeaways. We will cover topics such as:
  • Investment strategies that will no longer work post-coronavirus
  • What opportunities are available to take advantage of today
  • How to generate retirement income during a market downturn
  • How to position your portfolio to take advantage of the rebound
  • And much more!
Register for the Workshop