I haven’t written anything in a while but I’m still here, still doing what I’ve always done. This post will be about how I’ve actually adapted the management of client portfolios over the past handful of years to an ever-changing market environment. I think markets may potentially be in for an extended period of tough…
The Most Important Investment Concept & How to Win the Long Game
This post discusses a very high level concept that is crucial to successful investing and is most applicable to the growth side of investing. Price fluctuations don’t matter all that much when investing for income but permanent losses obviously do. There’s a lot more that goes into portfolio construction and properly tailoring a portfolio to a…
3 Waves of a Bull Market
Bull markets tend to evolve in 3 waves. The first phase is when the “smart money” and institutional investors are buying at relatively low valuations, typically following a bear market, that ends a decline starts a steady push higher. The second phase is when the media finally catches on after noticing that a market has…