Each month, we break down topics related to value investing. Have a question? Reach out to us. If the psychological aspect of investing is the hardest, how do you know when you've hit the tipping point where a patience mindset needs to give way to a flexible mindset? Where you're willing to acknowledge the loss, and make changes? Being right requires patience because the market doesn't reward correct decision-making overnight. When I think of patience, it's more about, "Don't

If you’re reading this, there’s a chance you’re already a client of mine. But other readers are DIY retail investors just looking for some investing insight and answers, and people in that category ask me often: Is it worth signing up with an investment advisor; and if so, what qualities or characteristics makes a good one? These two questions are actually intertwined with each other. At the end of the day, an advisor or other professional should be able to invest on your beh

Each month, we break down topics related to value investing. Have a question? Reach out to us. What are some of the likely impacts from the pandemic fading as more vaccinations lead to more normal behavior among consumers and businesses? As the pandemic-related headwinds fade, what does that mean for investing? The pandemic does seem to be ebbing, at least for the now. The Washington Post reports that as of June 2021, the country was averaging fewer than 16,000 new daily infe

Each month, we break down topics related to value investing. Have a question? Reach out to us. What advice do you have for figuring out when you're on the wrong side of change – when a company is going through some kind of disruption, upheaval, or other change for the worse – and knowing when and how to part ways with an investment? One out of every three investments won’t work out. Investors have to know that going in. The hard truth is that failure is part of the business.

Each month, we break down topics related to value investing. Have a question? Reach out to us. Inflation (as measured by consumer prices) have risen more than expected recently, but some economists are arguing that some of these indicators might be temporary as the economy adjusts to a new situation with more vaccinations and greater normalization of life. What’s your take? Inflation is definitely something to watch, but I don't know that I'm making a big bet either way. Yes,

Each month, we break down topics related to value investing. Have a question? Reach out to us. What's your take on technology-oriented investments like blockchain/cryptocurrencies like Bitcoin, non-fungible tokens (NFTs), meme stocks, and so on? For anyone new to these kinds of investment vehicles, I recommend caution. It only takes one bad idea, especially if you over-concentrate, to ruin a life's worth of hard work. For my part, when I make an investment, I want a level of

Each month, we break down topics related to value investing. Have a question? Reach out to us. One of the most common and standard pieces of investing advice is “buy low, sell high.” Does that advice even still apply when you're taking a value investing approach as opposed to a different investment methodology, or does value investing add different nuance to that advice? How would you address that kind of basic investment advice from a value investing perspective? “Buy low an