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Investing

Investment Vehicles: Having a Vehicle for Any Terrain

March 15, 2024

If investing was a race and each day you did not know the location

Warren Buffett in 2024 – The Industry Is Treating the Market Like a Casino (Part 2)

March 14, 2024

In Warren Buffett’s most recent newsletter, Buffett spends time eulogizing his friend and partner,

Warren Buffett in 2024 – The Industry Is Treating the Market Like a Casino (Part 1)

March 13, 2024

In Warren Buffett’s most recent newsletter, Buffett spends time eulogizing his friend and partner,

Is It Possible to Build a Portfolio Without Stock Picking?

March 1, 2024

Paul gets a question from a listener who wants to know the difference between

A Hedge Fund Manager Claims Passive Investing Broke the Market

February 15, 2024

When you see an attention grabbing headline or news story there are two important

When Should You Walk Away From an Advisor or Firm?

February 12, 2024

Paul, Evan, and Dan finish up a conversation on an article called “5 Signs

The First Investing Statistic Paul Has Ever Heard About Groundhog Day

February 9, 2024

Evan does some research and discovers that the S&P 500 has had almost double

We’re Tired of Seeing Investors Hurt by the Investing Industry

February 8, 2024

Today, Paul invites Evan (from the Brentwood office) and Dan (from the Dickson office)

Companies Invest in Risky Products and then Blame the 60/40 Portfolio

February 7, 2024

Today, Paul brings an article for advisors that claims the 60/40 portfolio is in

What You Can Learn From the 15 Worst Performing Mutual Funds of 2023

January 22, 2024

Paul and Jim continue a conversation about the worst 15 performing mutual funds of

New Bitcoin ETF Approved Last Week — Here’s What You Should Know

January 19, 2024

New Bitcoin ETF got approved this week and with it comes some confusion for

The Industry Is Abandoning ESG. No One Should Be Surprised.

January 16, 2024

For years, we were hearing companies push to get investors into ESG investments and

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