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A Good Advisor Helps You Do Nothing

I had a fun conversation with a prospective client who I lost a few months ago. He actually got me to create an investment plan for him, then he shopped around and found an advisor who charges less. He...

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My Fun Investment Account’s One Year Report

As far as investment philosophy is concerned, I am solidly in the camp of Nobel Prize winner Eugene Fama and Vanguard founder Jack Bogle. They both believe that the market is by and large efficient,...

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