liberty through wealth

At the close of 2018, I took some time to reflect on the events of the year and, as I surveyed my portfolio, I had an epiphany.

Let’s sum up what has happened since the passage of the Tax Cuts and Jobs Act of 2017.

There are three steps you can take now – today – to earn higher returns this year no matter what the markets do.

At times like this, I like to reflect on some of the timeless lessons I have learned over my 20-year investing career.

The plan you are about to learn will pretty much guarantee that you’ll achieve your main objectives before you die.

I find the generally negative consensus reassuring to my contrarian prediction for 2019: The U.S. stock market will rebound by at least 20% over the next 12 months.

The radical changes on Wall Street didn’t end in the 1970s. In fact, in 1993 came another revolution…

According to Financial Times, an astonishing 99% of actively managed U.S. equity funds trailed the market over a 10-year period.

Investors who hunt with a rifle not a shotgun – making concentrated investments rather than overdiversifying – still have winners to brag about this year.

It should come as no surprise that investing in these companies has beaten the S&P 500 over many years.