What does the bond market today have in common with the stock market in 1998-2000 and the real estate market in 2006-2007? They were all ridiculous bubbles that ended very badly for investors. This is not a prediction. It is simple risk vs. reward analysis based on valuations. It is something that can save your portfolio from massive losses when you understand how it works. Learn how…
What Is A Good Investment?
There is no such thing as an inherently good or bad investment. It is a myth. All assets can be good or bad investment given the right strategy, timing, or price. It is all about process – not product. Let’s see how this works…
How To Invest For Inflation & Deflation
The stable economic past is over. The future is going to be volatile with bouts of deflation and inflation. How do you invest and manage risk in that scenario?
How Valuations Can Be Used To Determine Investment Returns
Many readers are asking for my view on current market conditions given the recent ballistic rise. As I’ve made clear in the past, I don’t predict the market because my risk management disciplines eliminate any need for such nonsense. With that said, the next best thing to a strict risk management discipline is a valuation discipline, and for education on the current status of the markets relative to the valuation-driven investment approach there is no finer resource than…
Portfolio Design – Two Great Resources
I came across two great, free resources this week that I wanted to let you know about. One makes passive portfolio allocation easy and the other makes moving average back-testing easy…
7 Key Reasons Why Your Best Investment Is Financial Education
Isn’t it amazing how the single most important skill that your financial security depends on – financial intelligence – is not taught in any school? You can graduate from college without any knowledge of accounting. You can become a doctor or attorney in private practice without any clue how to read financial statements. You can become an entrepreneur and not know anything about tax rules. Our educational system largely ignores the subject of financial literacy and the research (provided in the article) proves how serious the consequences can be. How are you going to make sure your results are different…?
16 Investment Frauds You Must Watch Out For
One of the best ways to avoid becoming the next victim of investment fraud is to know what it looks like so that you recognize it when you see it. This final installment to my series on investment fraud prevention shows you the 16 most popular investment frauds, how to recognize them, and how to never become a victim to them…
Investment Fraud Victim? How To Recover Losses…
In this latest installment to our multi-part series on investment fraud I guide you through the specific action steps you must take to maximize your chances for financial recovery when victimized by investment fraud. Knowing exactly what to do is important because your odds for a full recovery are surprisingly high for certain types of investment fraud, but only if you follow these steps…
What Your Investor Level Means For Your Wealth Plans…
In today’s uncertain investment climate it is important to do everything possible to assure your financial security. Few people understand there are three distinctly separate approaches to investing with each requiring a different level of commitment while also providing a similarly different level of security as a result. If you want to improve the consistency and performance of your investments then it is important to understand what level of of investor you are today and what you can do to advance your skills to the next level…

















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