Tag Archives | Investment process


How Successful Investors Talk, or Not

I had conversations with two investors recently that were very telling. The first conversation was with a guy in his 40s who invests his own money—for a living. That’s what he does. It’s how he provides for his family. It’s very unusual, and probably conjures up images of a day-trader, someone trying to sell positions […]

Continue Reading

Investing in a Time of Plenty. What Could Go Wrong?

Since March 2009, the stock market has pretty much “done no wrong.” Over the past nine years, the S&P 500 has more than quadrupled in value. But just as surely as nighttime follows daytime, bear markets follow bull markets. The only questions are, “When?” and “Are you ready?” No one knows the answer to the […]

Continue Reading