Good News
Here we chronicle the long term trends across every facet of our world so you can invest with confidence.
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Outlook and Opportunities
Learn MoreInvestor Academy — Guided by Principles
We believe that investment success requires discipline, patience, and a commitment to investment principles that have stood the test of time. Investment trends come and go, but these core values comprise our principle-based approach:
Maintain a Long-Term Perspective, Focus on Quality and Diversity Because the Future Is Uncertain
Links:
- Developing a Plan
- Building a Portfolio
- Asset Allocation
- Asset Mix
- Implementation
- Investment Choices
- Mutual Fund Investing
- ETFs
- Understanding Stocks
- Understanding the Bond Market
- Index Funds
- International Investing
- Real Assets — Gold and Real Estate
- Alternatives
- Essential Knowledge
- Understanding Investment Performance
- Dealing with Difficult Markets
- Managing Risk
- Learn from the Best
- Tax Strategies
- Politics & Policies
- Debt & Deficits
- Investment Principles for Life
- Thoughts for Your Future
- Some Final Thoughts
The Long Arc of Human Progress
It truly is getting better all the time.
We humans face an overwhelming list of challenges – poverty, crime, disease, war, and political dysfunction. It’s easy to feel anxious or discouraged, especially when the media seems to thrive on conflict and our leaders appear locked in perpetual gridlock.
While we all struggle to understand the solutions to today’s problems, your primary concern as an investor is fundamentally different. For most investors, your challenge is to invest your money prudently to achieve your long-term goals. And to meet that challenge, you need an investment portfolio that is built to last and a commitment to stay the course and navigate the short-term noise.
On these pages, I hope we’ve provided you with all of the reasons why you should be a long-term, realistic optimist.
Investment Academy
- Introduction
- Developing a Plan
- Building a Portfolio
- Asset Allocation
- Asset Mix
- Implementation
- Investment Choices
- Mutual Fund Investing
- ETFs
- Understanding Stocks
- Understanding the Bond Market
- Index Funds
- International Investing
- Real Assets — Gold and Real Estate
- Alternatives
- Essential Knowledge
- Understanding Investment Performance
- Dealing with Difficult Markets
- Managing Risk
- Learn from the Best
- Tax Strategies
- Politics & Policies
- Debt & Deficits
- Investment Principles for Life
- Thoughts for Your Future
- Some Final Thoughts
The Long Arc of Human Progress
In spite of our challenges, it truly is getting better all the time
Freedom, Liberty, and the Rule of Law
While often discussed in philosophical or political terms, these concepts are, in fact, the invisible yet indispensable foundations upon which stable economies, predictable markets, and enduring prosperity are built.
Capitalism
The inherent vice of capitalism is the unequal sharing of blessings; the inherent virtue of socialism is the equal sharing of miseries.
Democracy
Democracy is a foundation of America’s economic strength, social stability, and global influence.
Education
In the U.S., education has transformed from a privilege for the few into a fundamental right and a powerful engine for individual empowerment and national development.
Scientific Discovery
The United States’ leadership in scientific research has fueled the risk of Silicon Valley, the biotech revolution, and the digital economy, making it the envy of the world.
Resilience
Resilience-the capacity to adapt, recover, and thrive in the face of adversity-is a defining trait of the United States.
