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carson-1

A Tale of Four Decades – 1995 & 2005 – Part 2 of 3

Forty years seem like a long time. This is the 2nd post of a 3-part series covering the last 40 years.    We have discussed many times in various posts that 40 years is generally the starting duration that needs to be planned for when we meet with a couple in their mid-50’s.  If a married couple is […]

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Fish

Curious about how markets work?

 Curious about how markets work? This video from our partner – Dimensional Fund Advisors (DFA) explains how security prices are set and how they change based on the collective knowledge of buyers and sellers.  Armed with this information, investors will better understand how and why markets work. This 3 minute video describes the power of the […]

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Innovation

Keeping the Edge: U.S. innovation

The presidential election process is upon us.  For the next year all of the candidates vying for the presidency will focus on the current problems that we face here in the United States.  And while there is plenty for the candidates to discuss (such as the rise of international terrorism, the large number of U.S. citizens not […]

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Global Map by Market Cap

A Different Perspective on Global Stock Markets

Sometimes seeing something from a different perspective helps bring additional insight to a subject.  Below is a view of the world – not from the traditional view according to land mass that we are all familiar with from grade school.  This graph demonstrates the size of the countries according to the value of the companies […]

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What's new, pussycat?

Belling the Cat – Using research to time markets

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.  This holds true to the financial world as well. Academic financial research generates hundreds of research papers each year highlighting potential ways for investors to get a possible insight on the direction of the stock market.  Many […]

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My Google driverless car photo used on @NBCWashington

The Driverless Car Bet

We have talked in previous posts about how successful investors have to be optimistic about the future. This optimism can be found in many areas driven through the tremendous progress that technology is having in many aspects of our lives.  Technology is making our lives easier, more productive and allowing us to remain healthier longer […]

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Top 10 items to be a successful investor

10 ideas all investors need to know to be a successful investor – #1 to #5

This post is the first of a two-part post which will deal with the 10 items that all investors need to understand in order to be a successful investor.  This post will deal with the first five ideas followed next week by the second post discussing the remaining five ideas. These ideas are grounded in […]

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The possible merger of two large international dear companies shows how investors should focus on the long-term when dealing with emerging markets

What a Beer Merger Teaches Investors about Investing Overseas?

The recent news regarding the emerging markets has not been good. Thus, the emerging market stock performance has also not been good. The MSCI Emerging Markets Index is the index that captures large and medium size companies (838 in total) across 23 Emerging Markets countries.  For the year ending December 31, 2015, this index was down 14.92% (Net Returns). […]

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Pencil

I, Pencil – a video on the hidden benefits of free markets

This post contains a video called “I, Pencil”.  The video shows how the world that we live has evolved into the amazing place it is due to all of us working towards our own self interest.  By working  for our own self interest, we have created an incredible world where we all get to choose our […]

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2009 NFL Super Bowl 43 (XLIII)

What Investors Can Learn from NFL Point Spreads

Watching NFL football was never the same after one particular season in which my wife Maureen won the annual competition based on the friendly weekly competition to pick which football team would beat the other team by the published Las Vegas point spread. You can see these point spreads every day in the sports section. Ideally, the point […]

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