The Secret to Lasting Success in the Markets

Today I want to have a conversation about one of the most important topics in all of investing.

It’s so important, and no one ever talks about it out loud.

Wall Street does not want to have this conversation.

Most advisors do not want you to think about this subject.

The so-called “experts” on financial television networks would be out of a job if too many people took this topic seriously.

It’s critical to your investment success, but no one wants you to know about it.

So I think it’s time we shined a light on this subject to help you avoid mistakes and make a lot more money from your investing efforts.

Let’s get started


What Your Advisor Won’t Tell You About Index Funds

I had the most ridiculous conversation with a family friend last week.

We were talking about where she should invest her 401k, and I laid my usual case for conservative investors, including community banks, REITs, and closed-end funds at a discount.

If my friend wanted to really jazz it up, she could add a touch of private equity replication to the portfolio.

But, what about all the discoveries and breakthroughs?

What about the FAANG stocks?

What about all the new technologies, new discoveries, renewable energy, and all the exciting things the future holds?

Don’t get me wrong, I’m just as excited as you are about all of these things.

But by and large, most investors would be better off never expanding beyond the “Big Three” in their search for returns