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...
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...
Exciting Investment Alternatives … In a previous article I discussed why investing only in the S&P 500 could leave you exposed to risk, particularly with its increasing concentration in tech stocks. Today, i’ll introduce ideas that can provide more...
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...
