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October 2017 Letter to Investors

October was a reminder for us of why it’s important to diversify. Apple (AAPL) had a fantastic quarter on expectations of strong iPhone sales, and as I write this, the company is within striking distance of being the first trillion-dollar company by market cap. I’ve been expecting this for a long time, and it’s nice […]

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How to Use Your 401k in Your 50s and 60s

The following is an excerpt from How to Use Your 401k in Your 50s and 60s: If you’re like most working Americans, chances are good that you’ve had access to a workplace retirement plan such as a 401k for decades. Hopefully, you’ve been faithfully contributing over the years and, by now, you have a decent-sized, tax-deferred […]

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Would You Take Warren Buffett’s Bet?

Tadas Viskanta, editor of the must-read Absolute Returns blog, asked the following question: “Let’s say Warren Buffett re-ups his famous decade-long bet. (He’s not.) He takes the S&P 500. What would you take (and why)?” There were several really insightful answers (which you can read here). But the consensus seemed to be that the S&P […]

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Video: Walmart Puts Pressure on Amazon

Should Wal-Mart have used cash pile to take on Amazon? from CNBC. I joined CNBC this evening to discuss Walmart’s (WMT) investor day… and how the company is upping the ante in its arms race with Amazon (AMZN). This article first appeared on Sizemore Insights as Video: Walmart Puts Pressure on Amazon

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September 2017 Letter to Investors

September was a solid month for the Dividend Growth portfolio, as it retuned 1.02% for the month. This underperformed the 1.93% return for the S&P 500, but the portfolio also started the month with a larger-than-usual allocation to cash. The portfolio remains moderately cash heavy, with 10% allocated to cash as of month end. But […]

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On Straight Talk Money: Is It 1997 All Over Again?

I joined Chase Robertson and Peggy Tuck yesterday on Straight Talk Money. First on the agenda, we discuss the market’s current valuation. It’s starting to look a little like 1997. Then, as now, stocks were extremely expensive. But they continued to get even more expensive for nearly three more years. Could we be looking at […]

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If You’re Worried About a Crash, You Might Want To Sell These…

The following is an excerpt from 7 Stocks to Sell Before the Crash – And Tesla is #1! It’s been years since we’ve had a proper stock market crash. And while that doesn’t necessarily mean that you should be looking for stocks to sell because a crash is imminent, now’s not a bad time to […]

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Howard Marks Speaks: Where Does Passive Investing Go From Here?

Oaktree Capital’s (OAK) Howard Marks is one of my favorite investors. (Full disclosure: I also happen to be long OAK .) In his latest memo, he covers everything from the FAANG stocks to Bitcoin, but what I found most interesting was his comments on passive investing. I’ve expressed similar views over the years, as have […]

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All About Bitcoin

I joined David Hays last week to chat about Bitcoin:     This article first appeared on Sizemore Insights as All About Bitcoin

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Versatile Dividend Stocks You Can Own No Matter Your Age

The following is an excerpt from 5 Versatile Dividend Stocks No Matter Your Age: When you think of a “retirement” stock, certain things come to mind. Retirees need income, so their portfolios tend to be chock full of dividend stocks. They also tend to prefer stable, established companies over new and unproven up-and-comers. Growth is important, […]

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