Beware of Alchemy
Lab-grown diamonds transformed a market built on scarcity. Justin May looks at what disruption can teach investors about price, diversification, and the risks no one sees coming.
Investing
Manage Your Investments Like Your Fantasy Football Team
By Justin May, Portfolio Manager This weekend marks week 2
Manage Your Investments Like Your Fantasy Football Team Read More >
What to Do About Bonds?
By Rick Waechter, Founder and Justin May, Portfolio Manager Bonds
What to Do About Bonds? Read More >
Good Decisions, Bad Luck
By Justin May, Portfolio Manager I’d like to play a
Good Decisions, Bad Luck Read More >
Zooming Way, Way Out on Economic Data
By Justin May, Portfolio Manager 2026 marks 100 years of
Zooming Way, Way Out on Economic Data Read More >
Investing Lessons from the World Cup
By Rick Waechter, Founder The World Cup just concluded. It
Investing Lessons from the World Cup Read More >
Gold Glitters, and Then It Doesn’t
By Rick Waechter, Founder Occasionally, clients will ask if they
Gold Glitters, and Then It Doesn’t Read More >
Trump Accounts: Take the $1,000, But Don’t Add More
By Rick Waechter, Founder Trump accounts just launched. They are
Trump Accounts: Take the $1,000, But Don’t Add More Read More >
Why We Avoid SpaceX (and All IPOs)
By Justin May, Portfolio Manager SpaceX had its IPO on
Why We Avoid SpaceX (and All IPOs) Read More >
Risk: Where You Least Expect It
By Rick Waechter, Founder Some of the greatest fortunes have
Risk: Where You Least Expect It Read More >
Lessons in Finance from a Bike Trip to Greece
By Rick Waechter, Founder My wife and I recently joined
Lessons in Finance from a Bike Trip to Greece Read More >
At What Point Does ‘Investing’ Become Gambling?
By Justin May, Portfolio Manager I can risk my money
At What Point Does ‘Investing’ Become Gambling? Read More >
Investing When Nothing Makes Sense
By Rick Waechter, Founder At least a few of our
Investing When Nothing Makes Sense Read More >
When Direct Indexing Makes Sense
By Justin May, Portfolio Manager If you buy a total
When Direct Indexing Makes Sense Read More >
Ups, Downs and Returns
By Rick Waechter, Founder, and Justin May, Portfolio Manager Our
Ups, Downs and Returns Read More >
The Private Credit Fantasy Behind Today’s Exodus
By Justin May, Portfolio Manager I have an investment idea
The Private Credit Fantasy Behind Today’s Exodus Read More >