Failing to Plan, and Other Nonsense People Say

The investing world is chock full of clichés. A recent commercial recited one of the more nonsensical clichés of our industry: “He didn’t plan to fail, he failed to plan.” Come to XYZ financial and we will create a plan that works for you. In the words of Fluffy Watts, what a crock.

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Is It Value Season?

For what seems like years now, we have been talking about the market’s unhealthy skew toward large-growth companies. Some of our clients have even taken to making fun of me because of my insistence that this will pass. The season will change, value is coming.

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Third Quarter 2020

Wall Street has seemingly just clued into the fact that it is an election year and a highly charged one at that.

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