Who’s Holding All That Cash?

I’m curious and want to know who’s holding the ≈ $7 trillion of current cash reserves? Per the Investment Company Institute (ICI), this number is spread out among retail investors and institutions. I’m a retail investor. So are my clients and so are you. So who...

Accountability

I love getting my progress reports each week from Fitbit! Generally showing up each Tuesday morning via email providing me insight from the last seven days of activity. My favorite metrics are my average hours of restful sleep and resting heart rate. There are lots of...

#100

Really cool feeling to be posting article #100 to our blog today!  We launched this medium last March as a way to communicate with our fans and future fans.  The premise then and now remains simple, let’s share what it takes to become a successful long-term investor. ...