Lump Sum or DCA? Neither – Try VA
Value averaging is an effective alternative to lump sum investing or dollar cost averaging. I personally use it whenever new clients want to spread out initial allocations over time.
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Key Takeaways from The Hour Between Dog and Wolf
This book explains the link between hormones and markets and shows how an investor’s physiology changes throughout a market cycle.
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Which Investments Have the Highest Volatility Tax?
Investors earn compound returns, not average returns. The difference between compound and average returns is called the “volatility tax”. This post shows the historical volatility tax for major asset classes.
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