Blog: Cutting Through the Noise

Words of Wisdom

Factors That Drive Lifetime Returns

Excerpt from Scott Ronalds's blog on January 7, 2014

Another sketch for the archives from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog ...

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Here's to the Crazy Ones

Excerpt from Scott Ronalds's blog on August 20, 2013

I saw the movie Jobs last night in spite of a number of poor reviews. Just like Apple’s first prototype, I’d say it was just O.K. The flick ended, however, with one of Apple’s great commercials (spoiler alert), the 1997 ‘Think different’ ad: Here’s to the crazy...

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Better Investors - One Article at a Time

Excerpt from Tom Bradley's blog on July 3, 2013

“I long ago concluded that regression to the mean is the most powerful law in financial physics.” ... “Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.” ... “This time is never different.” In an article last...

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Wien's Wisdom

Excerpt from Tom Bradley's blog on March 5, 2013

I came across a wonderful piece on the Blackstone Blog last week (I apologize, but I can’t remember who pointed me there). It’s entitled, ‘Byron Wien Discusses Lessons Learned in His First 80 Years’. As the title implies, Mr. Wien is an industry veteran and has lots...

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Stupid Way to Invest

Excerpt from Tom Bradley's blog on October 24, 2012

The Report on Business today published excerpts from an interview with John Bogle, the father of indexing and founder of Vanguard. We found one of his answers on the wealth management industry particularly poignant. “Today, that profession with elements of...

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Things You Can Control

Excerpt from Scott Ronalds's blog on October 19, 2012

Another timeless sketch from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog and he writes a column for Morningstar (USA). Through simple drawings, he makes complex financial concepts easy to understand. We admire that.

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The Rear View Mirror

Excerpt from Scott Ronalds's blog on July 30, 2012

A great, timeless sketch from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog and he writes a column for Morningstar (USA). Through simple drawings, he makes complex financial concepts easy to understand. We admire that.

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Invest Like a Champion Today

Excerpt from Scott Ronalds's blog on February 9, 2012

Warren Buffett’s perspectives on investing are worth their weight in gold (or better yet, stocks). Invest in things you understand. Wait for the right pitch. Don’t follow the herd. Buy things you’d be comfortable holding forever. In a recent article in Fortune...

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Old News

Excerpt from Tom Bradley's blog on November 14, 2011

“I think the future of equities will be roughly the same as their past; in particular, common-stock purchases will prove satisfactory when made at appropriated price levels. It may be objected that it is far too cursory and superficial a conclusion; that it...

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The Usual Suspects

Excerpt from Tom Bradley's blog on September 26, 2011

"The risks are the usual: what you don’t know; what you’re not thinking about; probably the biggest risk is what you are 100% sure about.” Bruce Berkowitz, Fairholme Capital Management, in a speech at Columbia University earlier this year...

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Forecasting

Excerpt from Scott Ronalds's blog on September 9, 2011

"The stock market has forecast nine of the last five recessions" - Paul Samuelson (Nobel Economist)

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Steady Freddie. Stanley's Coming.

Excerpt from Tom Bradley's blog on June 8, 2011

A 7-game playoff series is a unique animal. It’s a roller coaster ride with potential mood swings after each game. It reminds me a lot of investing actually. As I sit here with my Canucks jersey on, I feel like the boring realist. I’ve celebrated each victory and got pissed off after each loss, but in between, I've refused to get too caught up in the hyperbole. I've found myself in a few conversations that go...

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