The Coffeehouse Investor Blog

What has worked for me over the past forty years is not about being clever with markets or complex investing strategies—it is about keeping things simple.

I make an extra effort to remind myself why it's so crucial to stay committed to the three core principles of Coffeehouse Investors —principles that we can control, no matter what's going on in the world.

After years of helping others navigate the waters of investing and planning for a meaningful retirement, I find myself thinking about a life centered on saving to one where spending becomes a careful yet liberating art.

As the U.S. presidential election approaches, are you worried about your portfolio?

While Wall Street often touts its ability to beat the market, Coffeehouse Investors know that chasing market-beating returns is a fool's game.

Tax-loss harvesting is a technique that involves strategically selling investments that have experienced losses to help offset capital gains and thereby reduce your tax liability.