How It All Began
My goal has always been to introduce this investment philosophy to everyone responsible for saving and investing for their retirement.
Time to Rebalance?
Making adjustments to your stock/bond allocation is a cornerstone of maintaining a well-structured investment strategy so that your need and ability to take on short-term risk can match your quest for higher long-term returns.
Embracing the October Theory: A Time for Reflection and Renewal
A growing attraction to the “October Theory” suggests that the final three months of the year offer a unique opportunity to reflect on our lives and make meaningful changes.
Election Time!
While it's always good to stay informed, remember that the most important part of any financial strategy is sticking to your long-term plan, regardless of who wins the election
Crafting Your Own Menu
The quality of life doesn’t come from obsessing over the financial markets but rather from things that provide deep, lasting joy and meaning: connections, passions, and experiences that make us feel alive.
Simplicity and Meaning: My Approach
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.