Moving from Cash to Investing

When is the best time to plant a tree? In Montgomery’s last blog The Cost of Sitting in Cash, he pointed out the clear evidence that, for long-term investors, the best time to invest is now, and there can be a real cost to sitting in cash. As some clients have asked...

There’s an election coming!

Get ready for the fearless forecasts to start flying. “Every day, investors have to snowshoe their way through a blizzard of propaganda, misinformation, and incomplete and incorrect data. If you respond reflexively to that noise, you’ll do nothing but trade until you...

A Bedtime Tale – Three Little Truths

1) Investing Requires Taking Risks Nothing is risk-free. Even passbook savings and bank CD’s carry their own special kind of risk. It’s tough to live off of your interest payments in a 0% interest rate world. Investment success depends on recognizing and controlling...

Answering Questions

This morning, I was asked by one of our clients two very important and good questions.  After I replied, I thought that others might have the same concerns, so below is our back and forth.    Bo, Hope all is well. First, I would like to acknowledge Montgomery for...