Where To Find Good Information

Politicians lie. Bankers lie. Brokers lie. Yes, they’re all liars. But they’re not bad people, it’s just that they have to lie in order to make a living. Or so they believe, anyway. Their brains might even be wired that way, warn scientists. Like addicts, they can’t help themselves. They want to sell you stuff, [...]

How To Invest In Volatility

It may seem a little odd to some, but volatility is an asset class. The reason this is so is because there are ways to invest in the volatility of the stock market. If you believe that the stock market will become more volatile in the future than it has been in the past, you [...]

How To Avoid The Herd Mentality

Non-professsional investors are famous for exhibiting herd-like behavior when it comes to making investment decisions. This isn’t surprising, since we humans are very social by nature, and nobody wants to face the ridicule that would come from being in the market when everyone else is out. But institutional investors are less herd-like. The decision-making process [...]

Free Beginners Workshop

Grow Your Wealth the Way Professional Investors Do It The Zen Investor Teaches You How to Think Like the “Smart Money” Did you ever wonder how savvy traders and investors are able to achieve consistent growth in their wealth year in and year out – often as much as 10% annual growth or more — [...]

Foundation Of The Model Portfolios

We have three model portfolios. To figure out which model is best for your specific needs and circumstances, you will need to do some homework. We will coach you through this process, and we’re fairly certain that you’ll find it informative and well worth your time and effort. For a discussion about time frames, goal-setting, [...]

Is The Stock Market Rigged?

The short answer, unfortunately, is yes. But the market is not rigged in the way most people think. Believe it or not, the vast majority of market professionals do play by the rules. The reason for this is simple: if a broker or a bank or an investment manager gets caught breaking the rules of [...]

How To Avoid Destructive Investment Behavior

Of all the obstacles an investor faces, behavior is unquestionably the biggest. Behavior includes things like bias, misconception, and making the same mental mistakes repeatedly, even though we know better. We all make mistakes, and we make a concerted effort to learn from them. When things go wrong with a position, we ask ourselves why. [...]

Figuring Out Your “Number”

The Number What’s your number? Your number is the amount of money it would take to enable you to retire and live off the interest without touching the principal. Your number is the very definition of financial security, and it’s the ultimate goal of every investment plan. We’re going to look at the many ways [...]

Beliefs – Key Investing Concepts

This section contains certain concepts and principles that I believe are absolutely critical for successful investing. I call them Beliefs because I’ve learned them from personal experience – first as a securities analyst, then as a professional trader, and finally as a portfolio manager. These are the ideas that I strongly believe will empower you [...]

Beliefs: Truth vs. Spin

Truth is essential in investing. Truth, for our purposes, is the opposite of spin. Spin simply means bending the facts to fit a particular point of view. This can be done intentionally, or unconsciously. If done intentionally, spin is just a kinder word for lies. If done unintentionally, spin is what happens when someone with [...]