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Investing

Investing blogs capture how we think about the latest market moves, what we think the biggest trends of the future will be, and what you should expect from different types of investment options. These blogs are a combination of education and our professional opinion.

22 05, 2019

Instant Gratification and a Gold Star: The alternative path to good financial habits through a Good Decisions Fund

By |2020-04-27T17:18:57+00:00May 22nd, 2019|Investing|Comments Off on Instant Gratification and a Gold Star: The alternative path to good financial habits through a Good Decisions Fund

Unless you make a living writing a financial frugality blog, it is rare that someone truly enjoys the process of budgeting. When asked to think about budgeting most of us get unpleasant flashbacks of how we have failed in the past. I myself have struggled for years to figure out [...]

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7 05, 2019

Staying in the Game – Lessons From the Australian Team at SailGP in SF

By |2020-05-21T21:39:05+00:00May 7th, 2019|Financial Planning, Investing|Comments Off on Staying in the Game – Lessons From the Australian Team at SailGP in SF

AUS Leading JPN to the first mark with Alcatraz in the background. Shot with my IPhone Last weekend the San Francisco bay played host to an amazing sailboat racing event called SailGP. Sail Grand Prix (SailGP) is a racing event combining the very cutting edge of sailing and technology. Founders [...]

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1 05, 2019

Which is the Better Investment: Stocks or Real Estate?

By |2020-04-27T17:18:57+00:00May 1st, 2019|Investing, Postmodern Finance, Real Estate Investing, Tax Management|Comments Off on Which is the Better Investment: Stocks or Real Estate?

When we as financial advisors talk with investors about the virtues of diversification, asset allocation, and long-term investing, a question that often comes up is, “What about real estate? Should I buy an investment property?” In fact, the issue of real estate tends to divide investors into camps almost like [...]

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18 12, 2018

2018 and the Terrible, Horrible, No Good, Very Bad Market

By |2020-04-27T17:18:57+00:00December 18th, 2018|Economics, Investing|Comments Off on 2018 and the Terrible, Horrible, No Good, Very Bad Market

By Colby Davis, CFA I should have known better. After a banner year for markets in 2017, I declared at the start of this year that everything keeps getting better. But fate is a spiteful mistress, who does not abide mere mortals telling her how to behave. And so, as [...]

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19 02, 2018

Testosterone is not an Investment Performance Enhancer

By |2020-04-27T17:19:29+00:00February 19th, 2018|Investing, Postmodern Finance|Comments Off on Testosterone is not an Investment Performance Enhancer

Finance, especially investment management, has traditionally been a male-dominated industry, often noted for its swashbuckling machismo, aggressive competitiveness, and otherwise male-high-school-jock-stereotype nature as in popular movies like Wall Street and The Wolf of Wall Street. In Michael Lewis's debut book Liar's Poker, about the time he spent working at a major investment bank, the top [...]

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