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The Coffeehouse Investor Blog

CFO Meets CIO Thumbnail

CFO Meets CIO

When household CIOs create portfolios of broad market index and passively managed funds, it gives them confidence that they are maximizing returns in their entire portfolio.

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Unlikely, But Not Impossible

The bear market of 2022 is a distant past, a reminder that stocks generate higher returns than bonds and CDs if you hold them long enough. Is that always the case?

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Frothy Markets

Is it possible to ignore the stock market, and live our lives as if the stock market doesn’t exist, when for many of us, over half our liquid net worth is attached to its daily fluctuations?

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Smart Planning

Are your common stock holdings positioned to capture the lion’s share of that return over the next 10 or 20 years?

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Bitcoin Bravado?

While it makes it easier for investors to buy bitcoin in their portfolios, not all financial institutions are offering it on their trading platforms. Is there a place in your portfolio for a bitcoin ETF?

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Move More

By keeping your portfolio simple, you then have time to focus on the planning issues (that aren’t always so simple) that will have a meaningful impact on your financial and emotional well-being.

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