All posts by: Rob Challenger

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Quarterly Client Letter – 2020 Q3

In third-quarter markets that represented a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index? Zoom? Apple? Netflix? Nope, none of these, or any of the other trendy FAANG stocks (Facebook, Amazon, Apple, Netflix, and Google’s parent company Alphabet). Not Tesla, either. It was Tupperware, up a jaw-dropping […]

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Getting Real with Your Retirement Planning: Understanding Sequence Risk

Clearly, there is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early retirement. This is an important consideration because the random […]

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How To Be Positively Skeptical Part 3: How Do You Do Your Due Diligence?

“All media shares one thing: Someone created it. And it was created for a reason. Understanding that reason is the basis of media literacy.” — Common Sense Media In previous installments of our “How To Be Positively Skeptical” series, we covered the many forces that tease us into falling for misinformation. Bottom line, our brains […]

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How To Be Positively Skeptical: Part 1 — The Benefits of Having a Doubt

“I’m not an optimist. That makes me sound naïve. I’m a very serious ‘possibilist.’ That’s something I made up. It means someone who neither hopes without reason, nor fears without reason, someone who constantly resists the overdramatic worldview.” — Hans Rosling, Factfulness Whether you’re considering an investment opportunity or simply browsing various media for insights […]

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