Returning readers to Investing Caffeine understand this is a location to cover a wide assortment of investing topics, ranging from electric cars and professional poker to taxes and globalization. Investing Caffeine is also a location that profiles great investors and their associated investment lessons. Today we are going to revisit investing giant Phil Fisher, but rather than […]
This article is an excerpt from a previously released Sidoxia Capital Management complementary newsletter (January 4, 2016). Subscribe on the right side of the page for the complete text. Did you enjoy your New Year’s festivities? If you were like me and ate excessively and drank too much egg nog, you may have decided along the […]
Navigating the financial markets can be difficult in this volatile environment we’ve experienced in recent years, which is why it is more important than ever to have a financial dashboard to ensure you do not drive off a cliff. If investors do not have the time or focus to drive their financial future, then perhaps for […]
While investors were recently fretting over post-Fed rate hike volatility, I recently opened my car trunk, and it wasn’t a pretty picture. I discovered towels, jumper cables, soccer ball, beach chair, research reports, and even a box of Kleenex. The hodge-podge of items had been accumulating for months, but the path of least resistance to […]
With the increased frequency of heightened volatility, investing has never been as challenging as it is today. However, the importance of investing has never been more crucial either, due to rising life expectancies, corrosive effects of inflation, and the uncertainty surrounding the sustainability of government programs like Social Security, Medicare, and pensions. If you are not wasting enough […]
This article is an excerpt from a previously released Sidoxia Capital Management complementary newsletter (December 1, 2015). Subscribe on the right side of the page for the complete text. It’s that time of year again when an estimated 135 million bargain shoppers set aside personal dignity and topple innocent children in the name of Black Friday holiday weekend, doorbuster […]
Moses ascended Mount Sinai to receive the powerful spiritual words of the Ten Commandments from God on two stone tablets and then went on to share the all-important, moral imperatives with his people. If Moses was alive today and was a professional investor, I’m sure he would have downloaded the “10 Investment Commandments” from Charles […]
In Shakespeare’s tragedy Hamlet, the main character Prince Hamlet raises the existential question to himself, “To be, or not to be, that is the question?” With the recent -13% correction in the S&P 500 index, and subsequent mini-rebound, a lot of investors have also been talking to themselves and asking the fundamental question, “To test […]
It is almost September and as the academic clock resets for a new year, I get ready to teach a new valuation class. With three hundred registered students, it is about as diverse a class as any I have every taught, with a mix of full-time a…
For some, casually dating can be fun and exciting. The same goes for trading and speculating – the freedom to make free- wheeling, non-committal purchases can be exhilarating. Unfortunately the costs (fiscally and emotionally) of short-term dating/investing often outweigh the benefits. Fortunately, in the investment world, you can get to know an investment pretty well […]
This article is an excerpt from a previously released Sidoxia Capital Management complementary newsletter (August 3, 2015). Subscribe on the right side of the page for the complete text. It’s summertime and the stock market has taken a vacation, and it’s unclear when prices will return from a seven month break. It may seem like a […]
In The Wall Street Journal, Kate Bachelder interviews Yukong Zhao,
The Internet has done little to improve the prospects of poor kids growing up in America, Robert Putnam says in his new book, “Our Kids: The American Dream in Crisis.”
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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