Blog
Invest like a pro
A blog for pros (and “Joes”) on life, investments, markets, & the quest for true wealth.
5 things for every retiree to consider
What are some specific items for your consideration as you enter or prepare for the retirement stage? Here’s a list of 5 items that every retiree should consider:
Taking the step from “saver” to “investor”
Despite the common (mis)perception, many professional athletes do a very good job of saving money. Perhaps too good, in fact. I’ve come across many “traditional retirees” that have the same “problem.” What do I mean?
The foundation of financial success for pro athletes
What does an athlete need in order to succeed financially? Here’s the starting point: a proper mindset about money and a sound structure in place that provides a framework for managing their wealth. Mindset + Structure. Let’s dig in.
Choosing wealth vs. chasing riches
“The ‘quest for more’ is nothing better than a treadmill. No matter how fast you run you really don’t get much further. We sort of inherently know that to be true. Nonetheless in Western society – particularly in American society -- we are all chasing more money. So I wanted to really articulate a fork in the road by saying you can choose to be wealthy, and it takes work to get there… or you can sprint on this treadmill and just be exhausted and not particularly satisfied.” - Brian Portnoy
Market ups and downs - and why they matter
As I type, the S&P 500 index is officially in positive territory year-to-date. Most people are very excited about this. So am I. It is good news! But today I want to dig a little deeper with you and take a closer look at …
Intra-year volatility plus a market update
As a portfolio manager, my job is to work hard to minimize these drawdowns while also helping you persist through them as an investor guided by history and data. As it relates to this current market environment, investors who have held steady to their investment plan have (fairly quickly) been rewarded for doing so.
“Unprecedented” investing
This pain most likely won’t end quickly, but it’s important to know that no one has a perfect crystal ball on this thing. What we do have is history, and history tells us that during each “unprecedented” crisis of the past, the investor who is rewarded over time is he who goes against the crowd in times of panic.
COVID-19: chaos and opportunity
“This time it’s different.” Every panic in the past has garnered this label. This one certainly has a right to claim it is different as well. What we are seeing in financial markets right now is, by some measures, an unprecedented amount of volatility…
Asset classes & rolling returns
Let’s take a look at 1, 5, 10, and 20 yr rolling returns from 1950-2018 for three different type of portfolios: 1) Stocks 2) Bonds 3) 50% Stocks/50% Bonds.
Time periods and stock market rolling returns
While we may not know which direction the market will head tomorrow, we can say with a much higher degree of certainty where we will go over a period of time . And, the longer the time period, the greater the degree of certainty…
Returns are almost never average
During a presentation I gave this spring to a group of NFL football players, I showed them historical average returns over the past 92 years for "stocks" and "bonds", as generally as we can describe the two asset classes. Here are what 'stocks' and 'bonds' have averaged…
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