How to manage a drawdown
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When working with investing clients, I frequently used the Pendulum Model to discuss the stock market and economics. It’s a very simple mental model for…
Advice has been on my mind lately. Maybe because financial advisors are in the advice industry. This newsletter is a bit off-topic, so feel free to skip…
Like many investors, I follow other professional investors through their quarterly letters and public writing. I am sometimes bemused when I read about…
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Happy New Year! I hope 2023 is a fantastic year for you and you reach your goals! When I was studying to get my CFP®, we had a guest speaker named…
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I just wanted to take a moment to wish everyone a Happy Holiday! Writing this newsletter in 2022 was a very enjoyable experience for me. I am grateful…
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Some thoughts on journaling, the newsletter, learning, and investing
Thoughts on how to change your mind
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The Investor's Journal