Every two years, the yard signs go up and clients ask if they should do anything with their portfolio. Here’s why the answer is no, and what we’re doing in November instead.

Should you base your investment selection on recent performance? Maybe not.

Peers peer pressured us into fighting. Did we?

Of course. I was wearing my No Fear shirt, after all.

We just hit 10 years as a firm. Only three more until we’re a teenager and grow our hair out long and start rebelling against our parents.

Lobster and Ribeye and Trump Bucks.

War + AI disruption? Yea, let’s scrap the historical playbook.

Make sure you’re choosing the right map or things might be very different than you expect.

10 years of fun and some thoughts on kids and wealth transfer.

Allow me to reintroduce ourselves.

Some recent chats about money and life.

Time to look into your crystal ball.

The investing metaphor you never knew you needed.

I became famous for talking about giving. Felt worthy of bringing up a week before thanksgiving.

Accept being wrong so that you can be right in the long run.

Right now is the time to think about taxes. Let’s talk about it.

Here’s yet another blog about preparing for corrections before they’re here. Like buying umbrellas before the storm… Enjoy.

This Zombie is a better investor than most people. Let’s fix that.

Take a seat, students. For this lesson we’re going to pretend you’re Canadian.

Did you know the word ‘kindergarten’ means ‘Don’t buy meme stocks’ in German?