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

Arithmetic of All-In Fund Costs

Arithmetic of All-In Fund Costs

Compared to index funds, actively managed funds charge higher investment management fees and, because there is more turnover, they incur much higher transaction related costs.

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Smoking Gun on Active Management & Market Timing: the Performance of Tactical Allocation Funds

Smoking Gun on Active Management & Market Timing: the Performance of Tactical Allocation Funds

Following up on my recent post, New Research on All-in Funds, I thought it would be informative to show how this plays out in the real world.

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The One Thing You Must Master -- Your Own Behavior

The One Thing You Must Master -- Your Own Behavior

Young students coming out of business school invariably ask me, "What is the one thing I must master to achieve success in the investment world?"

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Digital Asset Protection

Digital Asset Protection

Traditionally, we've focused on your physical and financial assets.  However, these aren’t the only assets that need attention – you should also think about protecting your digital assets.  

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Best Advice I Ever Received

Best Advice I Ever Received

The holidays are a time for relaxing, helping the less fortunate, showering family and friends with love and attention—and, sometimes, for smiling and nodding through unsolicited stock tips from an overbearing relative who has been sampling the eggnog.

...
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Client Letter January 2014

Client Letter January 2014

Last week the Boston Globe ran an article with this headline:  An Easy Year for Investors, 2014 to be More DifficultReally?  We all accept how difficult it is to predict markets, not that pundits don’t keep trying, but how difficult can it be to recount the past accurately?

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Shiller and Fama: Nobel winning concepts at work in your portfolio

Shiller and Fama: Nobel winning concepts at work in your portfolio

It is gratifying that Eugene Fama and Robert Shiller won the Nobel Prize in economics last month because these scholars have had a formative influence on my investment thinking over the years, but their theories are contradictory... Which one is right?

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Teach your children (to save) well

Teach your children (to save) well

Insight on teaching children and grandchildren to be good savers - a lesson which will serve them well throughout their lives.

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Client Letter October 2013

Client Letter October 2013

Perspective Amid Worst-Case Forecasts

Now that the market is some 20% higher than it was on January 1st, how many even remember the "fiscal cliff" concerns that caused the market correction last fall? Doomsday scenarios on the budget deficit erroneously analogize the fiscal condition of the entire country to the condition of a household.  They fail to recognize the country's valuable tangible and unique intangible assets, supported by an unparalleled history of innovation.  The present wave of innovation may be entering a new phase of deployment rendering current budget assumptions meaningless.

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Client Letter September 2015

Client Letter September 2015

After pronounced ups and downs in the last five months, markets surged in September. Stocks ended the quarter with a return of 6.27% and 21.45% for the year to date.

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Age My Face: Strategies to Increase Savings, Change Behavior

Age My Face: Strategies to Increase Savings, Change Behavior

Did you know that looking at a picture of yourself ten to twenty years down the road might help you to be a better saver?

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"The Investment Answer" Notes

"The Investment Answer" Notes

These are notes from the book I wish I’d written. It pretty much says it all. The path of the author, Gordon Murray, mirrors my own high-flying experience on Wall Street and subsequent epiphany about the right way for individual investors to find investment success.  

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