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Timely views and timeless advice on investing and planning from Thompson Wealth Management, Ltd.

" The Intelligent Asset Allocator" by William Bernstein notes

" The Intelligent Asset Allocator" by William Bernstein notes

William Bernstein applies Ben Graham's concepts to the subject of asset allocation -- the key to risk management and long-term investment success.

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Client Letter May 2015

Client Letter May 2015

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."

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Qualified Small Business Stock: An Often Overlooked Tax Windfall

Qualified Small Business Stock: An Often Overlooked Tax Windfall

Learn about one of the best breaks around...qualified small business stock (QSBS).

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Minimizing Investment Taxes

Minimizing Investment Taxes

Too often the industry avoids talking about one of the most important aspects of maximizing your long-term investment results: minimizing taxes.

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My Classroom Economy

My Classroom Economy

 A Vanguard employee was sitting down to dinner with her family when her 10-year-old son Ryan said, “I wonder when I’m going to be able to pay off my mortgage.” ...

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Einstein: Compound Growth the Most Powerful Force

Einstein: Compound Growth the Most Powerful Force

Albert Einstein called compound interest the most powerful force in the universe.

...
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Featured

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Warren Buffett cites Brutus in his 50th annual Berkshire Hathaway shareholder letter about how so many investors shoot themselves in the foot...

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What to Do When Markets Are Volatile

What to Do When Markets Are Volatile

If market volatility has you second guessing your investment strategy or whether you should stay in the market, here are some tips on steps you should — and shouldn't — take...

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What Defines Long Term Investing?

What Defines Long Term Investing?

 How long is long term?

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TWM Diversification Process

TWM Diversification Process

But how does one go about diversifying a portfolio?

...
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Index Investing: A Simple, Low Cost Solution For Retirement Plans

Index Investing: A Simple, Low Cost Solution For Retirement Plans

401(k) Sponsors and participants share some common concerns: market risk, not saving enough for retirement and the impact fees may have on hard-earned savings. This brochure explains how index investing can help.

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The Illusion of Stock Picking Skill

The Illusion of Stock Picking Skill

 I first visited a Wall Street firm in 1984. I was there with my longtime collaborator Amos Tversky, who died in 1996, and our friend Richard Thaler, now a guru of behavioral economics.

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Stock Market Corrections: What History Says

Stock Market Corrections: What History Says

Many individual investors sell when the market declines out of fear it will never come back. The data actually says the opposite...

...
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Six Wall Street Moves You Should Never Emulate

Six Wall Street Moves You Should Never Emulate

 Key Takeaway: You should never try to emulate Wall Street investors who have a history of repeating these bad mistakes:

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Advice for a Market Downturn: Have a Calm Heart and a Clear Mind

Advice for a Market Downturn: Have a Calm Heart and a Clear Mind

The markets have been on a tear following the recovery from the financial crisis—with some pundits saying a market correction is due. Here’s how to prepare yourself. 

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Featured

Don't Shoot Yourself in the Foot!

Don't Shoot Yourself in the Foot!

Investors can, by their own behavior, make stock ownership highly risky, says Warren Buffet at his recent annual shareholders' meeting.

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Client Letter May 2015

Client Letter May 2015

Rethinking bond allocations

Winston Churchill once said "It would be a great reform in politics if wisdom could be made to spread as easily and rapidly as folly". The similarity with investing is uncanny.

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The Moral Bucket List

The Moral Bucket List

What does life look like when you stop focusing so much on achievement and spend more time working on your morality and inner character?

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Indexing Rules, But Don't Call Us Indexers

Indexing Rules, But Don't Call Us Indexers

It seems like the world has suddenly discovered that index funds are the way to go. Here are links to two recent New York Times articles citing new research on the subject:

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Client Letter April 2015

Client Letter April 2015

“We know the future will outlast all of us, but all of us will live on in the future we make.”  Ted Kennedy

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