Investor Insights

This episode covers the beginning (and normal) seasonal feeling of slowdown as summer begins and the markets grind to silence. Media hype will expand, volumes will fall, vacations will be the norm. Pray for setbacks to take advantage of as long-term investors remain patient - as we have every summer since 1982. This one is unlikely to be much different. As my son tells me: "Crickets". Stay patient and focused on the long-term horizon. Listen in and let us know what you think!

This episode covers the latest data available in a review of the crowd's investor sentiment. The latest AAII poll is reviewed and we provide history of how significant this impact could be for future market action. Listen in - we hope you find value. May your journey be grand and your legacy significant.

In this episode, we prep the listener to understand the benefits lurking in the "summer doldrums". Investors must embrace the "tepid sentiment" we have in the public today - at record highs in the markets. After 30+ years, it is an extraordinarily odd set of events....and history suggests it is bullish for the future. The crowd only "feels better" about markets at higher prices - not lower prices. Listen in and we hope you enjoy!

In this episode we provide insights to the listener of the mechanics of short selling, what it is for, how it unfolds and the mechanics which can lead to the nightmare we describe. Listen in and we hope you enjoy. May your journey be grand and your legacy be significant.

This episode will help first-time listeners understand the best ways to gain value from the resources provided. May your journey be grand and your legacy significant

We often get asked the same question no matter where we travel to see clients: "Mike, when is the market going to crash next?" This episode will help you understand why "Plan First" makes this question moot. Listen in! We hope you enjoy. May your journey be grand and your legacy significant.

One of the most expensive errors investors make over time is to repeatedly do battle with their own emotions. We have found that a misunderstanding of risk and its existence is the core driver of emotionally poor responses to market events - which almost always cause losses to the crowd. In this episode we will help you understand that we must not fear that all investment carries risk - no matter what. Managing the risk is the key element to focus upon. Accepting the existence of risk tends to greatly lessen the emotional triggers when it shows itself....and it will show itself all the time.

This episode covers a broad view of how we need to address the wealth building process. Time and long-term horizons are the strength and foundation of all successful wealth building. Listen in and let us know what you think! Thanks

This episode covers the many benefits ahead as the US economy finds itself in a unique, yet still misunderstood, set of circumstances: Two major economic growth drivers for the next 20-30 years....The Baby Boom for some sectors and Gen Y for other sectors. Listen in and see what you think...

This episode reviews the details of a trick often triggered in investors' minds as the markets gyrate. During especially difficult times, we excuse ourselves from selling the lows because we convince ourselves that at some point in the future, we will become fortune tellers and "know" when the coast is clear. A very expensive habit indeed. Listen in.

This session digs into the idea that the crowd makes errors all the time. Long-term investors can take advantage of these events. As Charlie Munger said, "If people weren't often so wrong, we would not be so rich."

The idea is to begin to understand the errors of the masses - and simply try to make fewer of the same mistakes. These are some of our views and lessons from highlights of the last 30 years and the themes we have seen repeated time and time again.

The theme here is being able to position ones mindset to take advantage of the public, crowd-think, emotional errors over time. As Charlie Munger stated well, "If people weren't often so wrong, we would not be so rich."

This is a piece we did on the most expensive words we have heard uttered by investors over three decades. It's never been this bad is a phrase you want to be on the lookout for - often.

Secular Waves are always moving through the economies of the world. The US is at a unique fork in the road if you will as it relates to generational and demographic issues. We call these secular waves as they will be impacting various parts of the economy for many, many years to come. Our intent here in this episode is to help the investor understand what those waves are and how to understand where they are headed. We hope you find value.

Beginning Thoughts on Your Investing Goals