Category Archives for "Critical Thinking Skills"

Investment Advice: What’s Real and What’s For Sale?

stp vasoline from purple

Lyrics from the song “Vasoline” by STP: One time a thing occurred to me What’s real and what’s for sale? Search for things that you can’t see Going blind, out of reach Somewhere in the vasoline Why am I quoting lyrics from a song by Stone Temple Pilots in an article about investment advice? Because […]

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ZenInvestor Core Beliefs – Key Investing Concepts

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There are 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 to […]

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Early Winners & Losers in the First Month of Trump

Barron's cover

What can the early winners and losers in the stock market tell us about the possible impact of a Trump administration on businesses and the economy in 2017? There are some clear patterns emerging in the price action of certain sectors and subsectors of the market. There are some clear winners and losers. It’s too […]

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What Kind of Investor Are You?

stock-market

Over the course of my 35 years as a trader, portfolio manager, and personal investing coach, I’ve worked with thousands of investors. I’ve trained them, advised them, and coached them. I’ve observed a few common traits that investors share, which allows me to categorize them into different investor types. What follows is a summary of […]

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What a Trump Presidency Might Mean for the Stock Market

eisenhower stock market

Every four years, investors try to anticipate what the outcome of the presidential race will mean for the stock market and their portfolios. This topic is contentious and infused with partisan bias. I’ll provide some useful context for those heated discussions, for your investment plans, or for casual cocktail party fodder. The question at hand […]

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Doing God’s Work as an Investment Advisor

camel

Investment Advisors, fearing extinction, have turned to God to defend their purpose on earth I admit it. It irks me when I hear an investment advisor try to claim the moral or ethical high ground in order to buttress his or her argument for a “beat-the-market” strategy. Even when the sales pitch is obviously wrong […]

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Characteristics of Successful Investors

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The character traits and behavioral habits of the most successful investors are diverse, and there is no guaranteed formula for success. Nonetheless, by looking at the shared characteristics of the most successful investors of the last 100 years, we can learn some valuable lessons. These are the shared personality traits and behavioral characteristics of the […]

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After Market Surge, Key Indicators Still Flashing Yellow

traffic light - yellow

Investors are correctly worried about the sustainability of the current bull market, and want to know what to do about managing risk. Should they do nothing, and just ride the bull? Should they cut back a little on equity exposure? Should they press their bets by adding even more equity exposure? Our Key Market Indicators […]

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Stock Market Crash – Did $3 Trillion Really Just Disappear?

It didn’t disappear. It was never there to begin with. Brexit is the biggest economic news story since the global financial crisis in 2008, and news outlets are competing for clicks and eyeballs. One way to stand out is to make scary but dubious claims that investors have “lost” $3 Trillion dollars in the last […]

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