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11 Jan 2019 Who Can Sell Stocks Better Than a Monkey?

Posted at 13:23h in The Friday Brief by Jared Korver, CPA, CFP®

We have talked a lot--generally, and in the specific context of the last few months of market volatility--about the importance of an investment process that isn't based on words like "hope" or "proprietary model" or even "I just have a good feeling about this." This...

14 Dec 2018 How to Time the Market

Posted at 12:36h in The Friday Brief by Jared Korver, CPA, CFP®

Jesse Livermore was a stock trader who made his fortune during the 1929 stock market crash, in which he heavily shorted U.S. stocks and then began to buy them up near market lows. On the worst day of the crash, October 29, 1929, Livermore is...

16 Nov 2018 Thanks for Nothing, Headlines

Posted at 13:34h in The Friday Brief by Jared Korver, CPA, CFP®

We will celebrate Thanksgiving in less than a week, on the 22nd of November (which is, incidentally, the earliest possible date we could celebrate Thanksgiving). You know how it goes when these early ones come around--we are all getting "snuck up on" and "caught off...

19 Oct 2018 Good money, Bad money

Posted at 12:14h in The Friday Brief by Jared Korver, CPA, CFP®

When my son Charlie came home from the NICU in February and was going to doctors appointments with some frequency, one of the things that came up was that he, like many newborns, had a case of torticollis. Torticollis is basically the tendency for a...