An essential component of financial success is the need to assemble a team of trusted advisors. Other than practicing the discipline of saving money I think it’s the most […]
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September 3, 2015
A TRANSFORMATIVE TALE: "LIKE US, THERE'S MORE THAN MEETS THE EYE"
In A Practical Tale, we learned the importance of understanding the expected behavior of asset classes, which of course impacts the expected behavior of your portfolio. We can be […]
September 2, 2015
A THIEF'S TALE: "DIAMOND GIRL"
This tale focuses on a common investment pitfall. I call it stealing. It was a normal scam since it appealed to the victim’s common sense and trust. I […]
September 2, 2015
A TALE OF DUTY: "WHAT IS THE COMMON SENSE APPROACH TO INVESTING?"
My father-in-law was a wise old Yankee from Massachusetts when I met him at the ripe old age of 63. He was 17 years older than my mother-in-law, […]
September 2, 2015
AN AARP TALE: "THE PAYOUT RATE VS. THE INTEREST RATE"
My 85 year old father recently received a solicitation from AARP. For those that may not know about AARP, it stands for the American Association of Retired Persons. He […]
September 1, 2015
AN ALTO MAR TALE: "THE MAXIMUM DRAW DOWN"
When I was in elementary school we would spend endless, countless, boring hours focusing on the three R’s: reading, writing and arithmetic. While most can commiserate with my experience […]
September 1, 2015
A LOST TALE: "LIVING IN THE PRESENT"
When I was a little boy I had a baseball glove that I loved. It was my favorite and my only. I would summarily dismiss the notion of […]
September 1, 2015
A TALE OF RECOVERY: "THE MATHEMATICS OF RECOVERY"
My daughter tells me that I need to write a tale that speaks about percentages. She says people don’t understand the way money grows and until they do, they […]
August 31, 2015
HOW DO I ALLOCATE MY MONEY ONCE I START SAVING? A TALE OF TWO TITANS
A question that always comes up, regardless of age, is how do I allocate my money once I start a savings program? The question soon morphs into how […]
August 26, 2015
A CYCLICAL TALE: "THE BIRD CYCLE"
Growing up on the outskirts of Baltimore I was destined to be a Baltimore Orioles baseball fan. The bird was ever present. Later when I attended Johns Hopkins […]
August 25, 2015
A COMPOUNDING TALE: "HOW DOES COMPOUNDING INTEREST AFFECT MY ROI?"
If people were limited to understanding just one mathematical concept about money right at the top of the list would be the concept of compound interest. It’s essential […]
August 18, 2015
A ONE STOCK TALE: "JUST ONE THING"
This tale is not one that I’m particularly proud to tell. It teaches us the power of one extraordinary stock in a portfolio. For those that have seen […]
