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I Don’t Know

I Don’t Know Three words rarely heard in the investment business are perhaps the most important to long-term success. Why? Because the future is unknown, and having the humility to admit that we can’t predict it is very hard for us to do. We’re wired instead with overconfidence – we overestimate our abilities when it […]

Our June Market Perspectives Webinar included a discussion of the following research topics: Buy in May and Stay Invested Are You Investing or Merely Speculating? The #1 Rule in Investing Diversification and the Fear of Missing Out Charlie’s Top Tweets Charlie’s Summer Reading List Current Market Insights and Analysis Q&A Click the link below for […]

Diversification is often said to be the only “free lunch” in investing, delivering superior risk-adjusted returns over the long run. So why doesn’t everyone do it? Let’s take a look… Responsible financial advisors across the country are apologizing to their clients for the seventh year in a row. Why? Because the diversified portfolios they have […]

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The #1 Rule in Investing

“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.” – Warren Buffett With all due respect to Warren Buffett, the #1 rule in investing is not anything close to “never lose money.” In fact, the entire notion is absurd. Anyone who has ever invested in the history of the world […]

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“Whether you’re excited or nervous when your favorite asset falls in price marks whether you’re investing or merely speculating.” – Naval Ravikant Are you investing or merely speculating? Naval Ravikant had an interesting take on this most important of questions (see above quote). The deciding factor: whether you’re “excited” or “nervous” to see your asset […]

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