We’re clearly in a weird environment right now: inflationary, though some of that may be transitory; economy booming in some ways, lagging in others; isolated supply shortages, somewhat widespread labor shortages. And all of that means a lot of uncertainty and volatility. How much is too much? I sort of view weathering volatility as the price to pay for winning this game over the long term. We’re definitely facing some real volatility and changes in the market. Inflation is a

Does it make a difference having companies of different sizes (small-cap, mid-cap, and large-cap stocks) mixed into a portfolio? How do market valuation and business size factor into building a portfolio? First, let’s define what we’re talking about. Market capitalization (“market cap”) is the total number of a company’s stocks multiplied by the value of the stock. That tells us the company’s total market value. A company with 10 million shares selling at $30 per share would

Are investment apps like Robinhood that are designed to facilitate individual, small-scale investments and services that use robo-advisors worth it? Can they really help investors build a better portfolio? At the end of the day, there are a lot of different ways to win. My own approach doesn’t have a monopoly on making money, so I’m not going to say, “Hey, this is the right way and oh, everything else is wrong.” Certainly, technology can do a lot of good things to help invest