Most Men Should Take Social Security Benefits ASAP

When should you take social security benefits? It is one of the most common questions people ask me when they are getting ready to retire.  There have been innumerable posts written about when you should take benefits. None of the ones I saw seemed very robust.  So, I decided I needed to hit the Excel Read more about Most Men Should Take Social Security Benefits ASAP[…]

The Five Best Books I Read in 2017

The 5 Best Books I Read in 2017 Last year was a great year for reading.  Even if I fell short of my goal for number of books read, the quality of books was excellent and a few of them were pretty massive in length so I think it evens out.  I am still working Read more about The Five Best Books I Read in 2017[…]

The Morningstar Investor Conference and the Power of Tribal Gatherings

This week I am really looking forward to attending the Morningstar Investor Conference.  Last year was my first trip to this event and I was very impressed.  This year I am really looking forward to the line-up of speakers, learning a lot, and hopefully also meeting some interesting people.  But in the run up to Read more about The Morningstar Investor Conference and the Power of Tribal Gatherings[…]

Public Speaking 101 – Tips to Not Suck

In the world of social media, with thousands of voices all crying for attention, don’t underestimate the ability to stand up and speak in front of a group of real-life people as a way to set yourself apart.  Having the ability to get up and speak to an audience as an authority on a topic Read more about Public Speaking 101 – Tips to Not Suck[…]

The Five Best Books on Risk

“Risk is like fire: If controlled it will help you; if uncontrolled it will rise up and destroy you.” – Theodore Roosevelt The world of investments is one about the detection and sizing-up of risk.  The iron-clad rule of finance is that with a higher expectation of return, you need to take on additional risks.  Read more about The Five Best Books on Risk[…]

What I Learned from the Owner of the Chicago Cubs

In April of 2016 I had the opportunity to go see Tom Ricketts, CEO of Inland Capital and owner of the Chicago Cubs, speak at a CFA Society of Chicago event.  As a finance nerd, and Cubs fan, I was very excited, and his talk did not disappoint.  And even though he was talking about Read more about What I Learned from the Owner of the Chicago Cubs[…]

The Kraken Commencement Address

It’s that time of year again, where we see all sorts of famous people tell the graduating class of 2016 to follow their dreams.  These speeches, while often motivational, funny, and uplifting, seldom offer firm advice on how to work in the world.  A wonderful exception is Charlie Munger’s commencement speech to the graduating class Read more about The Kraken Commencement Address[…]

How to Think Like a CIA Analyst

Notes on The HEAD Game: High-Efficiency Analytic Decision Making and the Art of Solving Complex Problems Quickly by Philip Mudd When is the last time you had to make a big decision?  When did you last have to act on incomplete or vague information?  Most professional service careers require the ability to make decisions based on Read more about How to Think Like a CIA Analyst[…]