Blog

1 Nov 2016
Financial Planning
Feigning Independence as Birds of a Different Feather
It’s the beginning of November and we can all be thankful that the election season will soon be over. While there is no shortage of...
Read More

Seasons Change and Change is Exciting. What has happened in 2016
As we move into Fall, I wanted to take a little time to reflect on what has happened in 2016. It is truly hard to...
Read More

Negative Interest Rates: Not that Mysterious
Not that long ago, most economists would have probably argued that it’s impossible for a bond or other interest-paying asset to sell at a negative...
Read More

The World’s Money is Being Managed by People with Completely Unrealistic Expectations
State Street recently published a survey of the return expectations and strategies being used by institutional investors around the world (h/t Flirting with Models). The...
Read More

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

20 Jun 2016
Financial Planning
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

31 May 2016
Investing
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

5 Apr 2016
Financial PlanningReal Estate Investing
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

22 Feb 2016
Estate Planning
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

8 Feb 2016
Estate Planning
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

26 Jan 2016
Estate Planning
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?
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