The Coffeehouse Investor Blog

If you are trying to position your portfolio to take advantage of AI revolution, embrace the genius in you.

Women in particular have tuned into The Coffeehouse Investor’s ground rules because it allows them to take charge of their financial destiny while ignoring the male-driven arrogance of Wall Street.

Are you (and your portfolio) on track to sustain your lifestyle for the next thirty years of unemployment when you finally retire?

As you age, the greatest risk to your portfolio may not come in the form of debt ceilings, rampant inflation, and bear markets - it might be in the financial decisions you make while cognitively diminished later in life.

A significant majority of American adults have not made formal plans for the distribution of their assets after death, leaving loved ones vulnerable to potentially complex and contentious legal proceedings.

In 2002, the Dow Jones Industrial Average (DJIA) was in the middle of a nasty bear market, down 35% from its peak brought on by the dot-com bubble. Back then the DJIA was trading at about 8,300. Today it is closer to 34,000, an annualized return of over 8%.