Blog

Does the Stock Market Take a Summer Break?

Does the Stock Market Take a Summer Break?

This week, I’m going to be taking a little summer vacation and go camping. As a result, our trading activity over the next several days...
Read More
Two Wealth Building Tips from William Shakespeare That are Still True Today

Two Wealth Building Tips from William Shakespeare That are Still True Today

College is now out for summer and I see more interns walking around the financial district than usual at lunchtime. Seeing more of these young...
Read More
Do Index Funds Make it Easier to Beat the Market?

Do Index Funds Make it Easier to Beat the Market?

I want to take a break from my Postmodern Finance series to talk about a different series of posts I came across recently on the...
Read More
Should You Take Out a Mortgage to Deduct the Interest?

Should You Take Out a Mortgage to Deduct the Interest?

The old saying that there are only two sureties in life, death and taxes probably never bought a house in the Bay Area. If they...
Read More
The Essential Estate Planning Checklist

The Essential Estate Planning Checklist

This blog is the last and perhaps the most important installment in my four-part blog post series on estate planning. Don’t forget, estate planning isn’t...
Read More
Durable Power of What?

Durable Power of What?

The trust and the living (pour-over) will make up the foundation of an estate plan. No estate plan would be complete without the two separate...
Read More
Can You Trust a Will?

Can You Trust a Will?

As I mentioned in my previous post, Americans are abysmal at Estate Planning. Over 50 percent don’t even have living will to convey their wishes...
Read More
Wither the Value Investor?

Wither the Value Investor?

Value investing, the strategy of buying stocks whose market values are low relative to their profits or book value or other accounting metrics, has a...
Read More
Estate Planning: A Primer -Part 1 of 4

Estate Planning: A Primer -Part 1 of 4

What is estate planning exactly and why should I care? This blog is not for self-centered individuals precisely because estate planning is not about you,...
Read More
Home Country Bias: Is your portfolio as well traveled as you are?

Home Country Bias: Is your portfolio as well traveled as you are?

“Home country bias” is an investor’s preference for holding investment securities domiciled in their own country. Simply put, it is an investor’s bias toward investing...
Read More
A Tough Third Quarter for Markets

A Tough Third Quarter for Markets

OCTOBER: This is one of the peculiarly dangerous months to speculate in stocks in. The others are July, January, September, April, November, May, March, June,...
Read More