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


Recent Stock Market Volatility

Things Could Be Worse Yesterday’s drop in the stock market erased all of 2018’s gains.  Volatility has returned and ... Read More


What Is a Financial Plan?

What Is a Financial Plan? A financial plan is the cornerstone of a successful retirement.  Its job is to guide ... Read More


Predicting the Unpredictable in Your Finances

I’m conditioned by my profession to be responsible with my finances – sometimes excessively responsible – and I need to remind ... Read More