Blog

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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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,...
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