I meet with a lot of executives, managers, and other highly compensated employees of publicly-traded companies, and I often spot a big red flag in their portfolios: They have lots of money tied up in the stock of the companies they work for. The buildup may have...
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise....
For whatever reason, midterm elections have tended to be a good time to buy equities. The table below outlines the S&P 500 return in periods prior to and following the past 17 elections. There are a some theories that explain strong market performance following...
This morning I appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. A full replay of the segment can be viewed below along with links to related articles on some ideas I referenced in the...
The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its meaning – which is a shame, because the fiduciary standard should be a big deal to you as an investor. But how are you supposed...
My father-in-law, Tom, is the king of buying and selling used cars. Every two or three years he sells his car and buys another used car. And if he doesn’t come out ahead every time, he seems to at least break even. For years I’ve been using Tom and his cars as an...
