The Money Century
By Steve Pomeranz This is a message for our younger listeners and the parents and grandparents who help them about why it is so important to save. It sounds like a silly topic because everyone has heard of the value of saving, but has anyone actually told you why? I’m going to try to give you a fresh angle. Our daily lives are made up of so much diversity; More...
Modern Portfolio Theory and Related Hogwash
By Steve Pomerantz When I watch financial news channels, it always strikes me as a little odd when commentators are asked to interpret the latest economic statistic to predict the fate of the economy and the stock More...
Toy Story
By Steve Pomeranz My friend, Tom I want to share an interesting and fascinating story with you. I have a client who is a very successful entrepreneur. I’ll just call him Tom. Tom develops and sells licensed toys, More...
The Cult of Equity Is Dead; Long Live Equities
By Steve Pomeranz Last week, I came across a piece that made me sit up and take note. The article, “The Cult of Equity Is Dead; Long Live Equities” was written by Charles Lewis Sizemore on investor website SeekingAlpha.com. Sizemore More...
Don’t follow the herd!
by Steve Pomeranz Please allow me to help you understand today’s investing environment so you can break the cycle all of us so often make: making the wrong investment decisions at the wrong time. For example, More...
Stocks or Bonds…A Simple Tale
Occasionally the most powerful ideas are revealed to us with the most down-to-earth explanations and with a kind of simple beauty that teaches its lesson well. Here is one such story. When I was a young stock More...