Take a break to see the big picture .. A quick shout-out to my son Aaran who reviews and proofreads all my emails before they go out. He provides valuable input and clarity to shape my thoughts. His last review noticed my numerous references to Warren Buffett in...
How Volatility Helps Us … For patient set-and-forget investors, the recent tariff-driven volatility was overdue and welcome. Pullbacks enable long-term investors, like myself, to accumulate quality assets at better prices. As Warren Buffett says: “The...
Here’s What I’m Doing (and Not Doing) …. Plus – Listen to our views on new podcast episode The recent market volatility from Trump’s nonsensical measures have, of course, been felt in my own portfolio. Stocks are still higher since the...
Balance Your Portfolio for Success … Investing only in the S&P500 means owning just one country and, effectively, just one large sector (technology). For most of 2025, I have encouraged having a more balanced portfolio. See here and here. That meant looking...
Join my free Investment Workshop: Register below .. Last year, global stocks returned 18%. BUT, your Pension Fund or Wealth Manager probably failed to match that. The latest survey of poorly performing funds was just released. Many of these funds might currently be...
