March 2021

Understanding My Portfolio: Is My Portfolio Properly Allocated to Weather the Market Uncertainty?

The stock market is overvalued. You may find a few dissenting opinions out there, but statistics do not lie. The CAPE ratio (a measure of a company’s earnings adjusted for typical market cycles in relation to its share price and trusted measure of S&P 500 valuation) is currently1 35.08. In simpler terms, this means that […]

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The Time is Now to Be Treated Like a Real Person, Not a Number

In a world where discussions of complex issues are constricted to 2-minute segments on cable media and 280 characters on Twitter, thoughtful and long-form communication has been cheapened or neglected in our daily life. You’ve undoubtedly heard of the studies showing that the human attention span continues to shrink (8 seconds for the “average human”

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The Layered Costs of Investing: Make it a Cake, Not an Onion

Whether for our own entertainment, our children’s, or our grandchildren’s, I believe it’s safe to assume we’ve all seen Shrek by now. As it turns out, the core concept of Shrek’s famous onion analogy (below for your reference/enjoyment) can be extended into the world of investing rather directly. Shrek: For your information, there’s a lot

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