About 2-3 years ago I was pitched a very secure-sounding real estate play by Woodbridge.  It quacked like a securities duck, though, so I checked with the Oregon Dept. of Finance and Corporate Securities (now the Division of Financial Regulation)  to see if it was registered for sale here.  Nope.  So I sent them all […]

 This myth is still being bandied about by “experts” in fields from management to law enforcement.  The myth is that if a right-handed person looks up and to the right while speaking then they are lying.  To the left, they are telling the truth.  This scientifically controlled study, however, showed no relationship between lying and […]

This is absolutely not true, as Sustainalytics demonstrates in this article that appeared in ThinkAdvisor magazine.  Socially responsible investing (SRI) has evolved into ESG investing which is more relevant, I think.  ESG stands for Environmental, Social and Governance (that is, corporate governance).  An ESG screen is proven to reduce future volatility.https://www.thinkadvisor.com/2018/02/26/use-these-10-esg-factors-to-avoid-riskiest-investm (this link works for […]

I must confess at the outset to a bone-deep weariness of this pervasive myth.  It is dangerous.  It is ignorant.  It is inaccurate.  And, more importantly, it is self-destructive to the average investor.  This myth compares quite aptly to racism and sexism, which are uneducated snap judgements of others based on sheer irrelevancies such as […]

Well, it isn’t.  I would love to use scare tactics to convince all my fence-sitters to finally move their money.  But I refuse to exploit the worst two investor motivators:  fear and greed.  What I do seek for my clients is happiness, lack of stress & confidence in their future ability to meet their budgets.Yes, the […]