New York Times

Why Balance is More Important than Returns

02.22.2010

The act of planning for your financial future is all about making tradeoffs. It’s essentially a question of dealing with the constant tension between living for today and saving for some future event. [Read more...]

Morningstar

The Legacy of Louis

02.22.2010

One of the core concepts of Modern Portfolio Theory is the idea that investment returns are normally distributed. In other words, returns can be modeled using a bell-shaped curve. [Read more...]

New York Times

The Case for Slow Money

02.16.2010

I know that this is not a new idea, for we have all heard the story of the tortoise and the hare since we were little. Slow and steady always wins the race. [Read more...]

Morningstar

Watch Your Mouth

02.16.2010

In a conversation with a friend of mine, he recalled how he only recently learned what a bond was and how it could act as an investment. He’s a 30-year-old American male with a master’s degree in Marine biology, and he didn’t really understand…[Read more...]