Tag: tactics

An Index Is Not A Substitute For A Portfolio


Diversity does not mean owning 500 stocks

How Much Is A Tax Advantage Worth?


More people overpay tax than underpay.

Principle Based Planning


Using principles as your planning foundation provides big rewards.

Simple Is Easier To Operate


Simple is harder to get to, but it works better.

Just Do It


Learning and doing together create knowledge

We Are Led By Incentives And Disincentives


Tax havens are the Walmart of international finance.

Preparation For A Specific Task


If it’s worth taking the course, it’s worth passing the exam

Cooking Up A Financial Plan


If you can make a grilled cheese sandwich you can execute a financial plan

Find An Advisor


Perfection is a costly trap. Avoid it.

Optimizing Charitable Gifts


Charities do work we would do ourselves if we had the time and skill.

Occam’s Razor Revisited


Well defined problems are nearly solved.

Shiny Objects


Who can ignore the novel, the shiny, the fast moving?

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