Category Archives: Investment

Skeletons Walk Where Questions Begin

|“Avoid the unforced error, nail the basics and don’t take outsized risks” might be the best advice the individual investor can follow.| An often-underestimated influence on equity and bond markets is the heavy hand of luck. Frankly, you can do … Continue reading

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Investment Advice Through the Ages

The pursuit of wealth (and then figuring out how to keep it when successful) has a long history. The wide-ranging insights below are offered without commentary. However, where additional context is available a good source has been recommended on the … Continue reading

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The World in 2019

|Don’t let hubris or fear keep you from considering participation, even in a small way, in the world economy.| It is a fact that the U.S. now accounts for only 40% of the world’s stock market capitalization. Yet a look … Continue reading

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By the Book

The investment books most likely to improve one’s abilities to invest successfully will not be the ones providing recommendations of what stocks to buy, and right now. Nor will a book simply offering models of fund-centric portfolios based on the … Continue reading

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Who Are You?

|“All card playing is not gambling, all stock purchases are not investing…”|  – Jim Paul, What I Learned Losing a Million Dollars What the heck is an investment plan? Open a brokerage account or interview a financial planner and you … Continue reading

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Time for a Change

Invest-Notes continues to forcefully urge that individual investors anchor their investment and retirement portfolios around exchange-traded funds (ETFs). Specifically, indexed funds of the S&P 500 and international blue-chip stocks. Around this central component, it might make sense to add specialty … Continue reading

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The Value in Art

The last line in a thoughtful book by Melanie Gerlis, Art as an Investment?, does not do her work justice, “Those looking at art purely as an investment might first consider looking elsewhere.” In fact, she makes a cautious case for … Continue reading

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What is the definition of wealth?

The idea that being a part-time investor is going to bring you wealth and make you rich enough anytime soon to retire and enjoy the life of as a country squire, tending grapes at your chateau in France is delusional. … Continue reading

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Ch-ch-ch-changes

This will be the last Invest-Notes in its current iteration. Actually, there’s only been one version of the Invest-Notes blog since my friend Rob set it up as a birthday gift in 2011. Your next visit will still find thoughts … Continue reading

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Market Drops

After an explosive move up in January, we were subsequently reminded that stocks (and indexes) can still go down. This is a time when it is especially important to avoid emotional reactions and focus on intelligent decision-making. Here are a … Continue reading

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