Resources
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An economic soft-landing? Yes, no, maybe…
In today’s episode, we dissect the elusive concept of a “soft landing” economically, analyzing the potential for such an outcome in the current U.S. economy.
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
Why Diversified Investing Is the Hardest, Easiest Thing To Do
Even if you start out with a well-diversified portfolio, you’re far more likely to lose your way if you have no big-picture plan to guide your cohesive course.
How To Handle Cold Markets and Hot Stocks
Countless performance-chasing parades have come and gone, with one thing in common: By trying to concentrate in a hot trend once it’s already popular, you’re riding a massive wave that could subside at any time.
Financial Forecasts, Market Predictions, and Other Fantastic Fairy Tales
In relatively efficient markets, even the experts can’t know what future pricing will be. So, trading based on forecasts and predictions is a coin flip, at best; the outcome is based on luck vs. skill.
What’s Your Investment Philosophy? (And Why That’s a Trick Question)
An investment philosophy is a set of principles or guidelines to steer the decision-making process and stipulate how your money will be managed across both good and challenging times.
Retirement and the 4% Safe Withdrawal Rule
In an ideal world, following the 4% withdrawal rule would allow you to plan your retirement cash flow in a way that ensures your financial investments can support you throughout retirement. But as with all generalizations, the 4% withdrawal rule comes with both advantages and disadvantages.
2021 Year in Review
2021 was a year that separated the investors who stuck to their well-planned portfolio strategy from those who bought into the narratives and stock stories that came up earlier in the pandemic.
Maximizing Life Satisfaction and Happiness with Author Andrew Hallam
In this episode, Keith, Marcelo, and renowned author Andrew Hallam discusses real success: how to spend for happiness, how to invest effectively, how to boost life satisfaction and enhance longevity.
Young Investors: Tips to Start Investing Early
Young investors have the opportunity to grow even more wealth thanks to compound interest and tax-advantaged investments while also gaining financial literacy skills from a young age.
An Investor Guide to Inflation
In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!