Twenty years ago, I started in the investment industry. It was the peak of the Tech Boom, a time when it was rumored that a broker with a newspaper and a handful of darts could put together a portfolio as wildly successful as...
Read MoreAt a recent conference, a professor was discussing the withdrawal rates inside Monte Carlo simulations, which are popular in the financial planning world. In these simulations, a portfolio is developed, historical returns are...
Read MoreAlthough we’re currently in the middle of a typical warm California summer, I’m going to share an experience that actually happened during a Lake Tahoe winter, and I promise to make a point. A couple of winters ago I was driving...
Read MoreRecently, a friend who has managed his own investments in the past suggested that I use him as a contrary indicator, saying, “When I’m going into something, lock, stock, and barrel – that’s when you should be selling!” It’s...
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