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Investment Philosophy Articles

Evidence over opinion. Data over drama. Practical strategies you can use today.

Investment Philosophy2 min

The Power of Compounding

Compounding is the quiet force behind almost every great long-term result. The trick is giving it enough time to work.

Why Expert Predictions Are Bullsh*t
Investment Philosophy2 min

Why Expert Predictions Are Bullsh*t

Professional experts know there’s no demand for accountability. They prey on the fact that people just want a story that helps make sense of the world around them. Here’s why “expert predictions” are bullsh*t.

Investment Philosophy5 min

What Happens When You Ask for Financial Advice in Public

There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the casual market observer. As someone who regularly publishes investment and financial planning guidance, I know one-size-fits-all solutions are few and far between. That makes giving personalized advice difficult in most public situations.

The Most Important Decision A Long-Term Investor Makes
Investment Philosophy5 min

The Most Important Decision A Long-Term Investor Makes

Want to make sure you do not full short of the money you need to hit your long term financial goals? Read this important post on asset allocation.

Investment Philosophy24 min

Highlights From The Evidence Based Investing Conference

Last week I attended the Evidence Based Investing Conference and it did not disappoint. Here are some highlights and takeaways from each of the presentations.

Investment Philosophy5 min

Active vs. Passive: The Wrong Debate

With the distinction between active versus passive becoming less informative, investors must seek out information on more relevant characteristics when evaluating investments.

Investment Philosophy1 min

Introducing a New Series to Explore Complex Adaptive Systems

I’ve made many references to financial markets being a complex adaptive system. Over the next several weeks, I’ll go into greater detail on the topic.

Investment Philosophy5 min

To Add or Not To Add?

Each additional factor you add to a portfolio comes with a diminishing marginal benefit, which lowers the probability that the benefits will outweigh the costs. As a result, you must carefully weigh the expected net benefits versus the degree of uncertainty.

Simplify The Game
Investment Philosophy4 min

Simplify The Game

Investing is a zero sum game in which individual investors frequently end up on the losing side, but that doesn’t have to be the case.

The Collective Knowledge of Financial Markets
Investment Philosophy4 min

The Collective Knowledge of Financial Markets

Rather than compete against the vast knowledge of the world’s market participants, the vast majority of investors should harness the knowledge of markets and focus on things that can be controlled such as risk exposure, costs, taxes and investment behavior.

Investment Philosophy2 min

My Core Investment Values

Every investor ought to have a set of core investment values to guide their thinking.

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