This article first appeared on Forbes.com. Modern Portfolio Theory, the work of Markowitz, and Sharpe, and many, many others, is the foundation of how we think about finance and financial markets. Both Markowitz and Sharpe won the Nobel prize in Economics, and many of their intellectual descendants have done so as well. One of the[Learn more…]
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Should I Take My RMD This Year?
The CARES Act says you don’t have to take an RMD this year. Should you?
What If You Die Young? Protect Your Family in Three Easy Steps. Life Insurance Is Just One.
It’s important to make an estate plan that protects your family if you die. Losing a loved one is hard enough without losing your standard of living too.
What Has the Last Twenty Years of US Stock and Bond Investing Taught Us?
I looked back at the last 20 years of the US stocks and bonds market and made a few observations. This is the first in a series.
International and Emerging Markets Stock Returns for the Past 20 Years
In the second in my series on stock returns from 2000-2019, I look at international and emerging markets.
Stop, Look, and Listen: Don’t Be A Ponzi Scheme Victim
Why are Ponzi schemes so popular, both with fraudsters and with investors, and how can you avoid becoming a victim?
How You Can Apply The Serenity Prayer To Your Financial Life
This article originally appeared on Forbes.com. God, grant me the serenity to accept the things I cannot change, Courage to change the things I can, And wisdom to know the difference. -Reinhold Niebuhr I often see families who could benefit from more serenity in their financial lives. To illustrate this concept, I created a hypothetical[Learn more…]