Tag: Volatile Tales

FINANCIAL CALCULATORS – MORE HARM THAN GOOD? A DRAINING TALE

FINANCIAL CALCULATORS – MORE HARM THAN GOOD? A DRAINING TALE

I was recently at lunch with one of my long-time clients and her recent college graduate grandson.  We of course were talking about money and no money conversation is complete without a discussion about rates of return.  The grandson brought up the topic of financial calculators and that he had been playing around with them.  […]

WHY DIVERSIFICATION IS TEMPORARILY BROKEN: A WHAT TO DO TODAY TALE

This tale is a major departure from my other tales.  The last time I actually made a market call was in October of 2008.  It was a bullish market call since it was clear to me that stocks were cheap, quality Blue Chip stocks were paying high and sustainable dividends, and the future of the […]

A TRANSFORMATIVE TALE: “LIKE US, THERE’S MORE THAN MEETS THE EYE”

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 fairly certain that when it comes to asset class risk, which we define as how much money you can lose if you invested in an asset class […]

AN ALTO MAR TALE: “THE MAXIMUM DRAW DOWN”

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 towards the three R’s, nowadays, I find myself focusing on The Three R’s of Investing: the Reward, the Risk and the Ratio.  Over the past 25 years, […]

AN AVERAGE TALE: “THE GOOD, THE BAD AND THE AVERAGE”

AN AVERAGE TALE: “THE GOOD, THE BAD AND THE AVERAGE”

Understanding averages is an important part of understanding investing. Whenever you hear the word average you must train your mind to immediately ask the question, what happens when the average doesn’t come true? If you don’t you could be headed for trouble. This tale deals with what happens when a person only thinks in terms […]

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