Oct 25

The Go-Giver vs. the Go-Taker

60 Minutes this past weekend aired yet another example of professional athletes being taken advantage of by slick talking financial advisors.  This is very similar to a piece that I wrote about back in July when three high profile athletes Mark Sanchez, Jake Peavy, and Roy Oswalt were ripped off for ~$30M. The key piece […]

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Oct 17

The Holy Grail of Investing

Many of you unless you are into reading about investment management have likely never heard of Jack Schwager author of the Market Wizards series of books.  Within his books, Schwager interviews some of the most legendary investors of our time.  Within each interview, Schwager tries to get at the heart of what has made that […]

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Oct 11

Taking a Leap of Faith

Even the best laid plans in life can require a certain leap of faith.  You can pull all of your numbers together, put forth your best forecast based upon your current facts and assumptions, and arrive at a sound analysis.  Everything indicates that this is the right move but then nothing.  Nothing but fear. Fear […]

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Sep 27

The Most Important Thing

Howard Marks is the Co-Chairman of Oaktree Capital Management a leading global investment management firm.  Mr. Marks is regarded as a leader within the investment management industry.  His breadth of knowledge is often highlighted within his memos that are published on a regular basis and his book, The Most Important Thing. Mr. Marks and I […]

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Sep 20

Optimize Your Spending

What if you could increase your level of happiness by what you buy?  You may think that is an easy question to answer by saying, “yes, if I could buy anything I wanted I would be happier.”  However, what if research showed that once you obtained a certain income level, say $75,000 your level of […]

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