Build a Portfolio That Helps You Stay Invested
The pressure to create a strong portfolio that will support you as you approach retirement can be overwhelming.
We’re a Nation of Gamblers
The United States is the only place in the world where people routinely put the bulk of their savings in the stock market without knowing much, if anything, about how markets work.
Nobody Knows How Bonds Work
I began my investing journey at age 23. I got some pamphlet that said I should invest in some bonds to go with my stocks. I didn’t know what a bond was.
Infinity or Zero
You see this a lot in the markets: When people say they will hold an investment forever, they will either make infinity or zero.
Advancing Your Career: MBA vs. CFA
When some people want to advance their careers, they get an MBA. That’s what I did—I graduated in 2001 with my MBA from the University of San Francisco. That was a good decision. It has proved valuable, and I learned a lot.