Blog

Cutting Through the Noise


June 19, 2014

By Tom Bradley

Bubbles

As I noted in an earlier post, I heard Cliff Asness of AQR Capital Management speak last month. He’s a fun guy to listen to, illustrated by his comment, “There’s a bubble in the use of the term bubble.” He didn’t claim to have come up with this clever line, but he ...

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January 7, 2014

By Scott Ronalds

Factors That Drive Lifetime Returns

Another sketch for the archives from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog ...

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August 20, 2013

By Scott Ronalds

Here's to the Crazy Ones

I saw the movie Jobs last night in spite of a number of poor reviews. Just like Apple’s first prototype, I’d say it was just O.K. The flick ended, however, with one of Apple’s great commercials (spoiler alert), the 1997 ‘Think different’ ad: Here’s to the crazy...

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July 3, 2013

By Tom Bradley

Better Investors - One Article at a Time

“I long ago concluded that regression to the mean is the most powerful law in financial physics.” ... “Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.” ... “This time is never different.” In an article last...

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March 5, 2013

By Tom Bradley

Wien's Wisdom

I came across a wonderful piece on the Blackstone Blog last week (I apologize, but I can’t remember who pointed me there). It’s entitled, ‘Byron Wien Discusses Lessons Learned in His First 80 Years’. As the title implies, Mr. Wien is an industry veteran and has lots...

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October 24, 2012

By Tom Bradley

Stupid Way to Invest

The Report on Business today published excerpts from an interview with John Bogle, the father of indexing and founder of Vanguard. We found one of his answers on the wealth management industry particularly poignant. “Today, that profession with elements of...

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October 19, 2012

By Scott Ronalds

Things You Can Control

Another timeless sketch from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog and he writes a column for Morningstar (USA). Through simple drawings, he makes complex financial concepts easy to understand. We admire that.

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July 30, 2012

By Scott Ronalds

The Rear View Mirror

A great, timeless sketch from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog and he writes a column for Morningstar (USA). Through simple drawings, he makes complex financial concepts easy to understand. We admire that.

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February 9, 2012

By Scott Ronalds

Invest Like a Champion Today

Warren Buffett’s perspectives on investing are worth their weight in gold (or better yet, stocks). Invest in things you understand. Wait for the right pitch. Don’t follow the herd. Buy things you’d be comfortable holding forever. In a recent article in Fortune...

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November 14, 2011

By Tom Bradley

Old News

“I think the future of equities will be roughly the same as their past; in particular, common-stock purchases will prove satisfactory when made at appropriated price levels. It may be objected that it is far too cursory and superficial a conclusion; that it...

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September 26, 2011

By Tom Bradley

The Usual Suspects

"The risks are the usual: what you don’t know; what you’re not thinking about; probably the biggest risk is what you are 100% sure about.” Bruce Berkowitz, Fairholme Capital Management, in a speech at Columbia University earlier this year...

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September 9, 2011

By Scott Ronalds

Forecasting

"The stock market has forecast nine of the last five recessions" - Paul Samuelson (Nobel Economist)

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