Are Your Returns Above The Line?
The chart above is a representation of risk and return in US securities markets over calendar year 2017. The coloured squares show benchmark results for well known indexes. The green and red circles
Insights to Help Craft Your Legacy
Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
“Next Global Downturn Will Blindside Most”
Spectacular equity gains have a fragile and weak fundamental basis. Primarily based on a massive debt explosion favoring equities. Corporate earnings broadly unchanged over the last 3 years Job gains
Tax reform bill: myths about tax cuts and truth about growth.
The US is the only OECD country that has ZERO value added taxes. Arguably, total US corporate taxes are the lowest. Scoring the bill it is hard not to see
Are you anchored to the absurd? Are you ready for a complete rethink?
Since 2000, growth has become increasingly dependent on explosive growth in Federal Debt. GDP Minus Annual Federal Debt, is turning down again. While anchoring is a very understandable behaviour or
Petrodollar Power Plays
Some pictures make you stop and think. Last month King Salman became the first king of Saudi Arabia to travel to Moscow and he bows to Putin. He also brought
Q3 2017 Review And Outlook
The chart above shows the extraordinary extent of the rally from 2009 both in time and magnitude . The ratio of the S&P 500 to its own volatility, VIX, shows
Investment Management: Why You Need A Complete Rethink. (short version with links)
Part 1 – The best assessment of Investment Management is not Returns. Chasing past returns can be disastrous. So just looking at historical returns can lead to big problems.
Investment Management: Why You Need A Complete Rethink. Part 4 – Active Asset Management. Further Steps To RVAR Improvement.
In Part 4 I will show what I believe is the path to further improvements to RVAR through making a shift to Active Asset Management with tactical allocation models. The
Investment Management: Why You Need A Complete Rethink. Part 3 – Money Management Alone Can Substantially Improve RVAR.
In Part 2 I showed a weakness of one of the most frequently recommended passive investment allocation strategies, simply between stocks and bonds. I showed one potential remedy to the problem, but there are additional components
Investment Management: Why You Need A Complete Rethink. Part 2 – Stock/Bond Passive Allocation Strategies Are Nonsense!
In Part 1 I formulated a clear metric for analyzing investment returns – Repeatable Volatility Adjusted Returns (RVAR). In part 2 I take a look at allocation strategies. Now that
Invest like the best
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
The Way Wealth Management Should Be Best Practice For The Best Results
How much do you really know?
So much of investment today is based on flawed assumptions and gut feelings. How much do you know about what you need? Take our Quiz and find out!
