Warren Buffett’s Secret Ingredient

As with many favorite recipes, the ingredients are simple but the dish is a crowd pleaser that is served time and again with predictable results and rave reviews. As you know, Warren Buffett’s secret investing ingredient is the low-cost S&P 500 index fund...

Should a Financial Planner Dress Up?

An odd question but one that was the topic of a recent Michael Kitces blog where I learned about “countersignaling”. The Kitces blog is a popular one with financial planners; this one was written by Derek Tharp, a Research Associate at Kitces.com and a Ph.D. candidate...

They almost had me…

It was the end of the year and I was getting my car serviced when the new service manager introduced himself and gave me some FIAT swag – a nice water bottle customized to fit the holder. Then he asked if I’d consider buying an extended warranty. My car was just out...

It doesn’t get much better than this…

  In a recent Freakonomics episode, four heavy hitters chatted about active versus passive investing. Sound dry? Not at all! Below I’ve shared some of the best of the podcast but I heartily recommend listening to these super-heroes of the everyday investor....

Gone fishin’

When you read this, I’ll be in the Sangre de Cristo Mountains of Northern New Mexico fly fishing. I taught myself to fly fish after growing up watching my father on streams in the White Mountains of Arizona. I like to keep my fishing simple – small streams, basic...

The Power of Discipline

Congrats to my friend Heather who just completed, this very morning, 30 consecutive days of walking Tumamoc Hill at 5:30AM. She says, “Other than the physical byproduct of having stronger legs and lungs, I feel a sense of accomplishment and it’s been a good...