Investment Return vs. Investor Return: Why They Differ
Selling in a panic and buying back at the peak can turn a great investment into a poor outcome. Why behavior matters as much as what you own.
October 5, 2026
Selling in a panic and buying back at the peak can turn a great investment into a poor outcome. Why behavior matters as much as what you own.
Your income climbs, but your contribution stays capped and nobody alerts you that your savings rate is quietly shrinking. Here’s the math that shocks high earners.
Predicting which companies AI will lift or sink is a fool’s errand. Here’s the disciplined, diversified approach we take instead of chasing the hype.
Retirement accounts are powerful but restrictive by design. Learn how taxable brokerage assets create the flexibility to retire early or pivot on your terms.
Pre-tax, Roth, and brokerage accounts each play a role in early retirement. Here’s a framework for how much to target in each and why the mix matters.
Despite a strong +14% YTD gain in the S&P 500, much of the growth is driven by a few mega-cap tech giants and speculative, pre-revenue stocks. Here’s why disciplined investors should stay focused on profitable, enduring companies.
Back in 2005, I met people who believed their bank stocks would “never go down.” By 2009, those same investors lost everything. Here’s what their stories taught me about diversification, discipline, and the danger of overconfidence.
Explore strategies to prevent your portfolio from following the path of once-great companies that eventually faded away.
As market fluctuations continue to make headlines, what strategies can you implement to ensure your investments remain aligned with your long-term goals?
Dive into Buffet’s principles for navigating market sentiment, from fear to greed, and gain valuable insights for your investment journey. Do you know how to navigate the ever-changing landscape of investing?
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
In a recent consult, ‘Kevin,’ a high-achieving 50-year-old, uncovered a -55% year-to-date loss in his trading account—could this be the wake-up call you need to reassess your investment strategy?