The Blog

Three Things Astute Investors Know That You Should Too!

What if never making a terrible investment decision again were as simple as 1, 2, 3? It is that easy. This week we share three aphorisms that, if heeded, would prevent nearly all of the investing disasters that people fall for over and over again.

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Talk With Your Kids. Really.

This week, Bill Valentine has a message for parents of adult children. It’s an important one…

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Travel and See The World!

Last week, Bill Valentine made the case for investing away from U.S. stocks in 2015. This week, he gives you the context with which you can approach this endeavor. Bueno suerte!

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Where To Invest In 2015

This week, Bill shares with you something he’s doing with his portfolio, as was recently shared with clients. Also, we introduce you to five-asset class bench-marking. A bit longer than usual, this video promises to be a hit, especially if you like octopus.

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Our Prediction for 2015 (and it’s not good…)

Every year at this time, Bill gives you his outlook for the year ahead. And for the last four years, the message was the same: Bullish on the economy, bullish on stocks (especially U.S. stocks). But not this year…

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What Falling Oil Means For Your Portfolio

A few weeks ago, we advised against playing the drop in Oil prices by buying the commodity. Well if that’s what’s NOT to be done, what IS to be done? We have two ideas this week about how to use the Oil development to your advantage. (The next MM will be after New Year’s).  

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About Preferred Stocks…

This week, Bill takes a question from the audience. The topic is Preferred Stocks. Have a listen…  

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Is Oil A Buy?

The price of oil has fallen an awful lot…in an awfully short period of time. That begs the question, “Is Oil a buy at these levels?”   Thanks to Exchange Traded Products, it’s never been easier for investors to trade this commodity in their brokerage accounts. Thus, the real question is, “Should they?” This week Bill

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Is There A Time Bomb Ticking In Your Portfolio?

It’s during late-stage bull markets for growth assets, such as now, that investors can be tempted to make bad choices that they come to regret dearly. One such notion is the focus on a single area, creating a “time bomb” of sorts that will eventually create great damage. This week, we help you identify if

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I Don’t Read The Journal

No one ever beat the markets by following consensus.  And consensus is formed the same places everyone goes to get investing insight. Do your own thinking.  

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