One of my favorite things to think about in investing is the theoretical investor who slept through 1987. We all know about “Black Monday”, the crash of 1987, when stocks [ … ]

Modern Monetary Theory (MMT) is in the news a lot lately and has grown especially popular with non-economists and people who are attracted to the large government spending possibilities it [ … ]

Sometimes it feels like our world is becoming more closed off despite the fact that we’re more interconnected than we’ve ever been. This interconnectedness is new and scary in ways. [ … ]

Jack Bogle is gone, but his impact will last forever. That’s certainly true for me. No single person had a bigger impact on my firm and career direction than Bogle [ … ]

Back in 2010 I came across Modern Monetary Theory (MMT) for the first time and found it somewhat appealing. This is the theory that Alexandria Ocasio-Cortez promoted along the way [ … ]

I am a strong proponent of what I liked to call “Discipline Based Investing”. Disciple Based Investing is any asset allocation that is implemented using a systematic, evidence based & [ … ]

Warning – this is going to piss half of you off and make the other half think I am a Trumper. Sorry to disappoint all of you in advance. There’s [ … ]

So, the market’s finally gotten a little interesting. It’s been a while. I feel like we’ve been sleepwalking through years of stable and steady market returns. In fact, the last [ … ]