Posts Tagged ‘equities’

Ask An Ex-Banker: 100% Equities Even In Retirement?

Ask An Ex-Banker: 100% Equities Even In Retirement?

By The Banker | Ask an Ex-Banker, Blog Posts, Investing, Personal Finance, Texas

Hi Michael, I enjoy and look forward to your advice every week. I am about to do as you (and a lot of other smart people) recommend and move our investments to several diversified equity index funds. My question: would you still suggest no index bond funds for someone in our age bracket? I am [&hellip

How To Invest

How To Invest

By The Banker | Blog Posts, Investing, Texas

Rather than say, “this is how you should invest,” I prefer to say (and write about) “this is how you should NOT invest.” I can think of at least three reasons for my preference. First, I know many more terrible ways to invest than I know good ways. Second, exotic bad ideas make for more [&hellip

Are Stocks Like A Casino? No. But YES!

Are Stocks Like A Casino? No. But YES!

By The Banker | Blog Posts, Investing, Wall Street

I hate money. Apparently the feeling is mutual. I know this because I am writing this from a hotel room near the Golden Nugget in downtown Las Vegas, following a typical encounter between a poker table and me. Here’s how this usually goes, and also how it went again today: I sit down, feeling relaxed [&hellip

Interview with Mint.com - I Give ALL The Answers

Interview with Mint.com – I Give ALL The Answers

By The Banker | Blog Posts, How Not To Invest, Investing, Personal Finance, Wall Street

Finance website Mint.com asked me some good questions for their blog. You can visit them there or enjoy the repost below. As a former Wall Street insider, what do you think is the average person’s largest misconception about investing? The average person thinks that what Wall Street does is so complex that it requires extremely [&hellip

Stocks vs Bonds - The probabilistic answer

Stocks vs Bonds – The probabilistic answer

By The Banker | Blog Posts, How Not To Invest, Investing, Personal Finance, Wall Street

Beg, Steal & Borrow I’ve gotten in the awkward habit on Bankers Anonymous of stealing monthly thoughts from an investment advisor named David Hultstrom of Financial Architects LLC – about whom I know very little – except that he writes very clearly and sensibly about personal investing. In this month’s note to his clients he [&hellip