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Lessons For The Next Crisis
“I find your lack of faith disturbing.” I gotta say, we agree with Darth Vadar

The Coronavirus and Your Investments
The Coronavirus is scary. When it’s possible to make reasonable comparisons with the Spanish Flu,

The Case for Stocks
The case for using an aggressive investment portfolio with a high stock allocation to fund

Modern Portfolio Theory – Part Two
This article is part of a series; click here to read Part One. Efficient frontier

What is Modern Portfolio Theory? And Why Does it Matter?
Investing is fundamental to retirement planning. For many of us the long term growth from

Historical Market Returns – Part Two
This article is part of a series; click here to read Part One. Moving to

Historical Market Returns – Part One
The primary subject of my book is comparing the risk premium with risk pooling as

Overview of Stocks and the Stock Market
Stocks provide an ownership stake in a company. They provide access to company earnings based

Laddering With Individual Bonds – Part Three
This article is part of a series; click here to view Part 1. Exhibit 1.1

Laddering With Individual Bonds – Part Two
This article is part of a series; click here to read Part One. I would

Bond Pricing 101 – How Are Bonds Priced?
Bonds serve as the foundation of many people’s retirement plans. Because of their reasonably predictable

Laddering with Individual Bonds
Duration matching is not straightforward for bond funds when shares of the bond fund must