

Inflation, Ukraine and Portfolio Updates
Inflation is the one form of taxation that can be imposed without legislation. —Milton Friedman Inflation is the parent of unemployment...
Glenn D. Surowiec
Mar 3, 2022


How much volatility should I tolerate?
We’re clearly in a weird environment right now: inflationary, though some of that may be transitory; economy booming in some ways,...
Glenn D. Surowiec
Feb 28, 2022


Does a company’s market cap matter?
Does it make a difference having companies of different sizes (small-cap, mid-cap, and large-cap stocks) mixed into a portfolio? How do...
Glenn D. Surowiec
Feb 19, 2022


Is technology-facilitated investing worth it?
Are investment apps like Robinhood that are designed to facilitate individual, small-scale investments and services that use...
Glenn D. Surowiec
Feb 11, 2022


Conducting Due Diligence
What steps can I take to figure out if an asset is a good buy or not? What pieces of information do I need to look at, where do I find...
Glenn D. Surowiec
Jan 25, 2022


Setting 2022 Up for Success
What are people not thinking about enough right now, or for 2022? What's an action step people can take to set the stage for success in...
Glenn D. Surowiec
Jan 18, 2022


What is the ‘Capital Cycle Effect’?
This is something you’ve mentioned in past newsletters and writings, but I’m not sure what this means. Can you explain what you mean by...
Glenn D. Surowiec
Dec 7, 2021


What should I think about as the year ends?
Are there any financial or investment-related activities, questions, or concerns that I should be thinking about or addressing as we...
Glenn D. Surowiec
Dec 1, 2021


Are labor shortages an issue for investors?
Q: Aside from inflation, I keep hearing about labor shortages and what people (or at least the press) have started calling the ‘Great...
Glenn D. Surowiec
Nov 30, 2021


Individual Retirement Account Rollovers
I’m leaving my previous employer, and that means I need to decide what to do with my employer-managed retirement plan. Should I roll my...
Glenn D. Surowiec
Oct 25, 2021


























