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A WEALTHY TALE: WHAT DOES IT MEAN TO BE WEALTHY?

For as long as I remember I’ve been fascinated with the concept of wealth.  I would consider individual wealth and collective wealth.  I would wonder about wealth across […]

Financial Tales

A SECRET TALE: "JUST THE FACTS"

This tale is a tale about financial or investment moderation.  Much of Greek philosophy centers on what they call the golden mean.  We see the first glimpses of this golden […]

Financial Tales

A BEGINNER’S TALE: "HOW DOES TIMING AFFECT MY RETIREMENT?"

We’ve all heard the phrase “timing is everything.” It is especially important when you reach the stage in your life where your portfolio or assets must provide a […]

Financial Tales

A REQUIRED RATE TALE: "HOW MUCH STOCK SHOULD INVESTORS HOLD?"

I have spent a disproportionate amount of my life over the two decades looking at financial websites and articles written by trained journalists posing as trained financial experts. […]

Financial Tales

A TALE OF MIGHT: "DO AS I SAY, NOT AS I DO"

Have you ever heard the expression, do as I say not as I do?  I’m sure we all have.  This expression typically roles off the tongue of someone […]

Financial Tales

A POSITIVE TALE: "THE PIGEON"

One of my best friends likes to play poker. He’s pretty good at the game and has a poker saying that he uses to describe many of life’s […]

Financial Tales

A MINING TALE: "FOOL'S GOLD"

This is A Trading Tale.  It deals with what is called Data Mining and thus the title.  The subtitle is “Fools Gold” and I use it to help you remember […]

Financial Tales

A VOLATILE TALE: "DOES VOLATILITY AFFECT MY INVESTMENTS?"

Most people are psyched out by the word volatility. They shouldn’t be. A practical synonym for volatility is predictability. The less volatile something is when it comes to […]

Financial Tales

AN INFLATIONARY TALE: "HOW DOES INFLATION AFFECT MY INVESTMENT?"

Inflation is a complicated concept.  It’s simply not easy to understand but if you choose to ignore it, your money will slowly and stealthily go from your pocket […]

Financial Tales

AN ASSET ALLOCATION TALE: WHAT ARE THE CORE ASSET CLASSES?

If you have $1 what do you do with it? How about $1000 or $10,000 or more? You only have two choices; you can either spend it or […]

Financial Tales

A TALE OF DIVERSIFICATION: "WHAT IS DIVERSIFICATION?"

People say diversification is the only free lunch on Wall Street. By this they mean that if you properly diversify your portfolio you can reduce the risk of […]

Financial Tales

A COFFEE TALE: "THE $200,000 COFFEE MAKER"

In December of 2006, my two oldest children came home from college for their winter break. My son was a senior and my daughter was a sophomore. For […]

Financial Tales

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