If you’ve been following financial news, you’ve likely noticed a shift in how the media talks about artificial intelligence. Earlier this year, AI headlines were full of optimism and breakthroughs. Recently, though, the tone has cooled. Terms like “AI fatigue”  and “disappointing results”  are showing up more often, and the conversation feels more cautious.   That shift is showing up in investor sentiment too. A recent Bank of America survey found that 45% of fund managers no

Warren Buffett has officially stepped down from Berkshire Hathaway, and last month he wrote his final shareholder letter. While much of it reflected on his upbringing, he closed with a few “final thoughts” that offer powerful guidance for investors today.    “Don’t beat yourself up over past mistakes — learn at least a little from them and move on.”  Every investor makes mistakes. What matters is how quickly we recognize them, learn from them, and get back on track. A big par

The media often run sensational, concerning headlines that can mislead investors who take them at face value.    The Truth About Valuation   In recent weeks, much has been made about extended valuations, with reports noting that the Shiller P/E ratio is the highest since the dot-com bubble.  But is valuation really a reliable gauge?   History suggests otherwise. Since the mid-1990s, investors have repeatedly been warned about high valuations. Those who acted on these warnings

Seinfeld fans love the irrational antics of George Costanza, partly because we recognize pieces of ourselves in his behavior. While George never set out to give financial advice, his quirks highlight important truths about human behavior and investing.    The Amygdala – Our “Fear Center”    In Season 5, Episode 20, George is at a birthday party when he suddenly spots a fire. Panic sets in. He bolts for the door, pushing aside an elderly woman and even peeling a child off the

The best investors aren’t defined solely by knowledge or access to information. Much like world-class poker players, their real edge is...

Lately, the headlines have zeroed in on artificial intelligence. Some say AI is in a bubble and warn of a coming burst. But AI is just...

2025 has been a turbulent year for investors. From unexpected policy shifts to rising global tensions, it’s been a challenge to stay calm...

Early April showered us with a few days of strong stock market losses. The market lost nearly 5% one day, followed by 6% the next day for...

There’s no shortage of things to worry about today—tariffs, economic uncertainty, global unrest—and all of it can impact our financial...

-Five practical steps you can take now to help protect your financial future- The implementation of new trade tariffs has created...

On Monday, March 3, the stock market experienced its worst drop of 2025, prompted by President Trump’s announcement that new tariffs on...

The simplest and truest reason as to why we diversify is that we don’t know what assets will do very well in the future, and which assets...

Investors often ask about how the economy is doing. This is no surprise because we are constantly inundated with information; it can be...

The basic premise behind successful investing is to buy an asset at a low price and sell it at a higher price. Simple and...

Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brain craves some sort of idea of what...

It is that time of year when forecasts abound.  There are a lot of experts telling us what they expect the market to do in 2025. The most...

The frequency and efficacy of scammers has increased over the years. A report from the FBI says that losses to cybercrime activities is...

Tis the season of gratitude! Thanksgiving is perhaps one of the most underappreciated holidays, but most needed. Given the contentious...

It is the night of the election as I write this newsletter. With this election there are many strong feelings and opinions on both sides....

At the beginning of the summer, we experienced a global Microsoft Windows outage, which took many businesses offline. This is a great...