Warren Buffett famously said, “Rule #1, don’t lose money. Rule #2: don’t forget rule #1.” When I think of this, I’m reminded of Your Survival Guy’s efficient frontier. Worry more about how you invest than what you invest in. Keeping within your proper comfort zone is up to you. Action Line: If you need help […]
Oracle’s Vision for the Future—Larry Ellison Keynote
I like this presentation at Oracle CloudWorld 2023 by Oracle founder Larry Ellison, especially his comments at the end about partnering with Microsoft.
Your Survival Guy Breaks Down Boxes, Do You?
Your Survival Guy’s family does its best to live a green life. We recycle. But apparently, when it comes to breaking down cardboard boxes, that’s a one-man job—mine. I don’t remember signing up for this job. The boxes just pile up in the foyer. Then, when I trip over one and ask if “I” can […]
Breaking: New Rules on Trillions in IRAs and 401(k)s
Good news. New rules will govern trillions in IRAs where your interests are put first. Americans will get new protections for money moved out of their 401(k)s and into IRAs, under Labor Department regulations released yesterday. What does this mean to you? 401(k)s are governed by strict rules requiring any financial advice to be in […]
When You’re in Control, You Have Opportunities
Control is behind a lot of the problems in the world. But you have more control than you think. You, unlike a government statistic, don’t need to buy the basket of goods the Feds use to measure inflation. You are a value hunter. You seek out good deals and live to talk about them because […]
Yes, Money Can Buy You Happiness
Yes, money can buy you happiness. When you spend within your means and still have enough to take that dream trip, that can truly make you happy. You’re spending some of your money doing just that. I know this because it’s what we talk about. Right now, for example, some of you are returning from […]
“That’s Why I Hired You,” They Tell Me
My clients tell me, “That’s why I hired you.” They say it when I explain why we’re buying or selling certain positions. “That’s why I hired you.” One of my long-time doctor clients tells me, “I do what I do. You do what you do.” When he says to me, “I’ll leave that to you,” […]
“What Do You Do If the Market Crashes?”
“What do you do if the market crashes?” a new client asked me last week. “Good question,” I said. “I get that one a lot.” And it’s one of the reasons I’ve been writing to you, valued reader, on my efficient frontier study. The efficient frontier is a visual expression of my phrase, “It’s not […]
Is Your Retirement Life a Mess? Let’s Talk
“Is your retirement life a mess? Then call 1-800-get-HELP.” No, this is not a commercial promising to change your life. This is about my conversations with you. Let’s take last weekend for example. Your Survival Guy was tired of pulling into my garage and looking at the mess it had become and did something about […]
This Is about Your Survival, Not Anyone Else’s
You don’t want to let the perfect get in the way of the good. Specifically, when it comes to your retirement life, you want to get paid to be in the markets. You don’t want to miss out, hoping to get in at the “right” time. When looking at the current interest rate environment and […]
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