Mid-Q4 2022 Article Summaries (Mindsets that create success)

Patience with Value is rewarded
As you know, we recommend tilting your portfolio toward Small and Value companies. It seems the Small advantage shows up more often but in tinier increments. However, Value investing waits longer and pounces when it does show up.

Tips to being happier, healthier, and wealthier
I don't mind a list of good ideas as long as they don't seem condescending or wordy. This one seems to hit the mark for some quick ideas to digest.

The Fed's impact on the Balanced Portfolio
With rising interest rates, which are combating rising inflation, how do these impact your balanced portfolio? We've seen something that hasn't happened in hundreds of years (as long as we can trust the records) as both stocks and bonds are down this year. Should the aberration be a signal to change?

You can do it--you are not a victim
I hope my kids learn these five lessons (and every other youth). Shucks, I hope all adults could better fall back on these principles (myself included). What a breath of fresh air compared to the I'm-a-victim poison.