Let me say right from the outset that this post is not about politics.  It’s about investing.  And it’s generally not a good idea to mix the two. You may have heard that earlier this year Point Bridge Capital LLC in Fort Worth, Texas filed for the creation of a new ETF focused on those…
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When someone contacts me about getting help with his or her investments, more often than not during the discussion a question comes up about the level of returns I‘ve gotten for my clients. I would like to address the various implications of such a question in the hope that it may help some readers better…
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Scott Nations, founder of an investment company that creates option-based funds, explores the sources of the five largest stock market collapses in American history in his recently published book A History Of The United States In Five Crashes.  To be clear, Nations is not talking about ordinary market corrections driven by business cycles.  He’s addressing…
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You may have observed that when you sell most mutual funds before the end of trading on any given day (1 PM Pacific Time), the cash typically shows up in your account the next trading day.  This is known as a one-day trade settlement cycle. When you buy funds, the shares appear in your account…
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I don’t suppose worrying is ever a good idea.  If there’s something in your life that you are concerned about, and you have the ability to change it, then you can (and should) do so.  If you have no control over it, worrying about it won’t improve anything and might even negatively impact your health. …
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