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...
A big thanks to George Grombacher for having me as a guest on his podcast Money Savage. I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial...
There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the...
