I-Bonds can be a great safe option to consider. It is a fixed income instrument with no default risk, no principal risk, and no inflation risk. While they have been written about extensively by financial columnists for the last year or so for … [Read more...] about I-Bonds: Everything to Know
Adam Dunn, Clayton Kershaw, and Value Stocks
Adam Dunn was an intimidating Major League Baseball player. At 6'6", 285 pounds, and nicknamed "Big Donkey" he could hit a ball a country mile. He wasn't much of a contact hitter, leading the league in strikeouts on 4 different occasions and ranking … [Read more...] about Adam Dunn, Clayton Kershaw, and Value Stocks
Interest Rate Math Reposted
Below is a short blog post I wrote in June of 2018 regarding interest rate math. It's always entertaining to look back and read what the current thoughts were at that time. I remember 2018 quite well, and everyone and their mother seemed to think … [Read more...] about Interest Rate Math Reposted
Annuities: The Good, The Bad, The Ugly
When equity markets dip 10%+ the annuity pitches get amplified by 5 orders of magnitude as people start exploring "alternative investments" to equities and bonds. Are annuities a viable solution, or are they simply pushed aggressively by agents … [Read more...] about Annuities: The Good, The Bad, The Ugly
Russia, Ukraine, and Your Portfolio
"Investment performance doesn't determine real-life returns; investor behavior does." - Nick Murray I've fielded a few inquiries recently regarding the fear over the Russia-Ukraine tensions, and how one's portfolio should be altered to account for … [Read more...] about Russia, Ukraine, and Your Portfolio
How to Lie With Statistics: Tic Tacs and Averages
Here we have the Nutrition "Facts" for orange Tic Tacs, which I pulled from tictac.com. You will see from these "Facts" that Tic Tacs have 0 grams of sugar serving. What if I told you that Tic Tacs are nearly 100% sugar? As you can see a … [Read more...] about How to Lie With Statistics: Tic Tacs and Averages
Your Market Downturn Survival Guide
We all know equities can go backwards at times, and in a violent fashion. While it has happened many times in the past, and will happen many times in the future, when it happens it is only natural for a bit of fear to creep into your mind. Negative … [Read more...] about Your Market Downturn Survival Guide
2021: A Year in Review
2021 is now a distant memory. The annual review blog posts seem to come a little too frequently. Having children has turbocharged the rate at which time passes. Back when we first became aware of COVID-19, I suspected life would slow down a great … [Read more...] about 2021: A Year in Review
Inflation Is Not Transitory
Inflation has been coming in hot, at 6.2% over the past 12 months. Many warned throughout 2020 that inflationary pressures may be coming, due to fiscal stimulus measures that were taken. I even raised concerns myself in our 2nd quarter commentary … [Read more...] about Inflation Is Not Transitory
Appearance on STL Leaders Podcast
Zach and I joined Bryan Buesking on the STL Leaders Podcast in October. Check it out here: STL Leaders Podcast … [Read more...] about Appearance on STL Leaders Podcast
