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Investing Lessons

The clock is running out on many Americans facing a retirement time bomb.

Time Bomb Looms for Aging Americans

By | Baby Boomers, Investing Lessons, Retirement, Retirement Planning, Retirement Savings, Social Security | No Comments

A recent Wall Street Journal article “Time Bomb Looms for Aging America” highlights a growing crisis for older Americans nearing and entering the early stages of retirement.    What the article’s authors uncovered in their research is that the generation reaching retirement age is in worse financial shape than the previous generation.  This will be the first time this has occurred…

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Market Volatility Can Test the Resolve of Investors Who React Emotionally

Some Perspective on Market Volatility

By | Investing Lessons, Investment Returns, Market Corrections, Returns, Stock Markets, Uncategorized | No Comments

Before the brief ten percent market correction that began on January 26th and ended on February 8th, domestic equity (stock) markets enjoyed the longest period of market calm in history.  Prior to the recent period of volatility, the S&P 500 had not retreated by 3% over one day or several days since November 4, 2016.  The streak shattered the previous…

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Bitcoin:  Wave of the future, or bubble in the making?

Should You Bite on Bitcoin?

By | Bitcoin, Crypotcurrency, Expected Return, Investing Lessons, Returns, Risk, Speculation | No Comments

No matter where I went over the holidays it seems there were three subjects everyone wanted to discuss.  Whether it was a formal holiday party, or an informal gathering of old friends, discussions centered around 1) The new tax plan and what it would or wouldn’t do for the economy, 2) The job Donald Trump has done as President in…

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2017:  The Year in Review

The Year in Review: 2017

By | Investing Lessons, Investment Returns, Market Index, Returns, Stock Markets | No Comments

Heading into the year, 2017 was viewed by many investors with a great deal of trepidation and concern.  Political turmoil in the US, uncertainty in the global  economy, rising tensions in the middle east, strained relations with North Korea, and an eight year-old domestic bull market gave many investors pause for the prospects of 2017. For all the potential causes…

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Sir Isaac Newton's South Sea Bubble experience provides investors with valuable lessons.

Lessons from Newton’s South Sea Bubble Disaster

By | Investing Lessons, Market Corrections, Stock Markets | No Comments

If I were to postulate that Sir Isaac Newton (1642 – 1727) was one of the most brilliant minds the human race has ever seen, I would have ample evidence to support my position.  The English physicist and mathematician is legendary in his contributions to the advancement of mankind.  Newton is credited with inventing the reflecting telescope in 1671.  Newton…

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A new fifteen year study finds that passive investing strategies beat active investing strategies.

Passive Investing Beats Active Investing Over 15 Year Timeframe

By | Active Investing, Investing Lessons, Investment Returns, Passive Investing | No Comments

“Just wait until next year” was the lament of faithful Chicago Cubs’ fans for over 100 years before last season.  From 1908 until their victory over the Cleveland Indians in the 2016 World Series, fans of “the Lovable Losers” would lick their wounds from the previous season while optimistically looking forward to next spring when the Cubs would begin the…

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Are Americans Facing a Retirement Crisis?

Are Americans Facing a Retirement Crisis?

By | Education, Investing Lessons, Retirement, Retirement Planning, Retirement Savings, Social Security | No Comments

Are Americans facing a retirement savings crisis?  The answer to that question depends on who you ask, and perhaps that individual’s prospects for retirement.  The Wall Street Journal recently asked two prominent economists if Americans were facing a retirement savings crisis.  Alicia Munnell, director of Boston College’s Center for Retirement Research and Andrew Biggs, resident scholar at the nonprofit American…

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Investors Can Learn a Lot from Farmers!

What Lessons Can Investors Learn from Farmers?

By | Financial Planning, Investing Lessons, Investment Returns, Passive Investing, Patience, Retirement Planning, Retirement Savings, Returns | No Comments

Spring is my favorite season of the year.  I suspect many of you feel the same way based on the amount of outdoor activity I have observed in recent days.  For me, spring means the start of the Major League Baseball season, hours of therapeutic and relaxing lawn care and landscaping activities, and the opportunity to watch my daughter Erin…

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Warren Buffett has declared himself the winner of the "Million-Dollar Bet."

Warren Buffett Declares Himself the Winner of the “Million-Dollar Bet”

By | Active Investing, Hedge Funds, Investing Lessons, Investment Returns, Passive Investing, Warren Buffett | No Comments

They do not call him the “Oracle of Omaha” for nothing; Warren Buffett knows a good bet when he sees one.  Nine years into a ten-year wager, now referred to as the “Million Dollar Bet,” Buffett has declared himself the winner. What exactly is the “Million-Dollar Bet?”  In 2007, Buffett engaged in a wager with asset management firm Protégé Partners…

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