The Investment Secret Nobody Talks About … I love this quote from Warren Buffett – not just because the great man said it – but because it’s empowering for everyday investors … Warren Buffett is smart but it wasn’t his IQ that made...
The Perfect Place to Park Cash … Investing in the financial markets isn’t only about stocks or bonds. There are many different assets – depending on your risk preference and return targets. Assets range from safe and stable Money Market Funds to...
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...
My final investment message for 2024 … It’s been another rewarding year in the financial markets. The chart below shows returns in 2024-to-date, by asset class. My own portfolio was diversified across these assets and returned a blended 26% this...
