Investing

Don’t Fight the Future

This past week, I was lucky enough to participate in a small business networking event in St. Pete. The goal of the golf tournament was simple, have fun, meet new people, and most importantly network. We had participation from every industry, from financial services to information technology, sports medicine to electrical engineering. A lot of…

Read More

The Next Great Investing Sector

Where the world is going in the next few years is no surprise. Big tech wants your blood, they want your sweat, and they want as much data about you as humanly possible. Over the next few decades, technology is going to invade the healthcare industry like COVID invaded the globe. In 2018, the global…

Read More

Hype Investing

This wasn’t a bunch of people with a solid investing thesis on businesses like Gamestop, AMC Theaters, and Blackberry but rather some brilliant research into how markets work followed by a lot of hype. If you need to get caught up on what happened, Gamestop has had numerous hedge funds betting on its demise for…

Read More

What a Year

2020 is one for the record books. Not just the annual record books, but more of a year that will be in focus for investors, researchers, academics, and so many more for decades to come. The past year will be in our history books forever. If I were to call you in January of last…

Read More

Stop Chasing Returns

What is it about human behavior that has us all chasing the newest, shiniest investment that comes our way? Each and every year some new topic has the markets all excited and people rush out the door to figure out how they can take advantage of it. But the thing we have to try to…

Read More

Is Investing Really Gambling?

What do you see when you look at your investment portfolio? To some investors, it seems like small bets scattered across many stocks. But what really are we doing when we buy investments? Let’s begin with what you are actually buying; Assets and Cash Flows. With gambling, your dollars are handed over to some dealer or…

Read More

Surviving Your Investments

I recently finished reading Deep Survival by Laurence Gonzales. It’s an excellent book that does a great job of evaluating how people make decisions and ultimately fail or succeed in remarkably challenging situations. These chaotic events are pretty insane. For example, Gonzales recounts the decisions made by a climber while basically falling off the side of a…

Read More

Explaining Mutual Funds & ETFs’

Technology over the past 20 years has completely revamped almost every industry. It has created millions of jobs and at the same time eliminated millions of remedial tasks society was accustomed to. In finance, this same story holds true with how we monitor, maintain and implement investment decisions. I would say technology has dramatically improved…

Read More

Setting Realistic Expectations

Most financial plans are based upon an expected return; some forecast of how we think the future may play out. As the years’ pass, we evaluate these returns to make sure we stay on track with the plans we set for ourselves. Now, as investors, we are always eager to know how much we will earn each…

Read More

How to Make Investing a Habit

How do you make investing a regular part of your life? How can you increase your odd of financial security? The answer is make it a habit! The past few weeks, I have been digging through The Power of Habit – by Charles Duhigg. This should be required reading for all as it really helps shed some light…

Read More