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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.
The Fidelity Investments business that manages money designated by clients for charitable giving said assets grew to $14.6 billion last year, a 21 percent increase over 2013.
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These are notes from The Intelligent Investor, one of the most important books ever written about investing. Written by Benjamin Graham, Warren Buffett's mentor and professor at Columbia, it provides the margin of safety concept as well as the intellectual framework for many of our investment strategies. It outlines how one should think about the relationship between price/valuation and returns, as well as our approach to managing portfolios through market fluctuations. The chapter, The Investor and Market Fluctuations, should be considered required reading.
William Bernstein applies Ben Graham's concepts to the subject of asset allocation -- the key to risk management and long-term investment success.
The Road Less Travelled
Robert Frost’s famous poem, while not written with financial markets in mind, is nevertheless one for investors to consider. It is particularly relevant when investing in markets that are demonstrating strong trends that appear to have no end in sight. Eventually money will cycle around to the "road less travelled."