What every investor wants.

What every investor wants.

I was recently asked to speak at a conference hosted by one of the largest financial publishers in the industry.  There were no restraints placed on me….I could talk about anything within my area of expertise. I mulled multiple possibilities.  Since I...
Tim’s Technical Take – Breathe

Tim’s Technical Take – Breathe

With war rhetoric taking center stage this past week, the geopolitical risk for investors certainly increased.  At times like these, it’s very easy to let your emotions take over your investment plan. Which is why I love adaptive, rules-based investing.  We can...
The “First Pancake” Rule of Investing

The “First Pancake” Rule of Investing

If you have ever made pancakes you know this to be true.  The first pancake usually goes to the bin.  Or a super hungry kid.  Or a dog 🙂 I am not sure why this but it seems to be a law of nature that the first pancake will either be not done enough or too done.  ...