Found Money

2018-09-11T15:23:06-07:00September 5th, 2018|

Just a quick, fun post today. Sure, our main goal is to help you generate significant growth through wiser investing, but a few extra bucks in your pocket never hurts. To that end, here are a bunch of easy ways to save money without changing your spending patterns of lifestyle at all.  In fact, most [...]

Free Data Sources

2018-05-14T10:19:37-07:00March 21st, 2018|

Every day I receive a slew of emails asking about historical data.  While I use Global Financial Data ($), below are some resources for free and paid historical data.  If you are close to a B-School you can probably access a lot of the paid for free as well.  Some readers also suggested public libraries that give [...]

An Update On Our Cambria Family

2018-05-14T10:18:10-07:00January 31st, 2018|

It is with a heavy heart that we share the sad news that our Cambria family lost Eric Richardson this past week to an unexpected and tragic heart attack. This shocking event has been devastating to our small family and to all who loved “ER” (aka Big Daddy), which is everyone he ever met. Eric [...]

Office Hours Summary…You Are Not Alone

2018-05-14T10:15:56-07:00January 9th, 2018|

Today, we’re going to do something that’s going to put you on the road to significantly better investing results. On top of that, I believe it will set you apart from 99% of all the other investors. It’s not theoretical. It won’t ask you to accept more risk. And it’s not complex. On the contrary, [...]

The Top Investment Podcasts Of 2017

2018-05-14T10:14:43-07:00December 29th, 2017|

If you’re looking to escape the family over the holidays…good news!  I asked my podcast buds for their top downloaded podcasts of 2017…you can find the list below, with mine at the end. Here is 2016 and 2015. Let me know if I missed any great ones! Happy holidays!   Capital Allocators – Ted Seides Scott Malpass Andy [...]

Robo Allocator Update

2018-05-14T10:12:51-07:00December 11th, 2017|

Year end summary of the whole robo and cyborg space….and much like everywhere else in the asset management industry, Vanguard is dominating and has likely passed $100B in their advisory product…if there are any errors please email me and I’ll update. Click on the table to enlarge…

You Don’t Have To Play

2017-11-01T10:54:03-07:00August 2nd, 2017|

I’ve spent the last day marinating over this quiz I posted to my Twitter followers.  I asked a series of three simple questions you can see below.  The answers are surprising to me…there were 1,200 to 2,200 votes so a decent sample size.  The Qs and As: Do you currently own US stocks?  87% said [...]

The Best Way To Add Yield To Your Portfolio

2017-11-01T10:52:31-07:00July 6th, 2017|

Many investors dream of passive income.  They picture themselves on the beach sipping a pina colada, and enjoying the income of their portfolio rolling in. (But let’s be honest, the Hans Gruber yield days are long gone…) What would you do to achieve an extra 1% or 2% a year, and consequently, an extra $10,000 or $20,000 on [...]

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