Monthly Archives: July 2011

Lose the Guru

From time to time I’ll copy something from another investor coach somewhere in the country and pass it along. This is one such time. The following came from the Facebook page of John Borger from Menifee Lakes, California. Thanks, John—this … Continue reading

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Efficient Markets Aren’t Perfect–they just work

Last week Mark Matson gave us the elevator pitch for Free Market Portfolio Theory. Today, he’ll explain the first of the theory’s three components–Efficient Markets. Over the next two weeks, we’ll look at Modern Portfolio theory and the 3-Factor Model.

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Live Ready

As your coach, I’ve made as one of my objectives over the past few years reorganizing my work week to include a regular time for reading and writing. It has taken some time to change habits and if I’m honest, … Continue reading

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Friday Funnies

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Not So Fast!

“Not so fast” is something that I often say to those clients who are ‘raring to go’ before they fully understand what the investment option really is. I had one such client four years ago. We met a few times, … Continue reading

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