What we're reading

Upside down trying to stay up-to-date with headlines? It’s likely even harder to read all of the articles you’ve bookmarked!  We’re often asked who we follow or what we’re reading.

Here are our favorite reads from last month:

Billionaire Investor David Booth on Value Stocks’ Comeback And Why Bitcoin Isn’t a Bubble, Money Magazine

Booth co-founded his private investment firm Dimensional Fund Advisors (DFA) in 1981.  Booth takes an academic approach to investing and won the Nobel Prize for research on the “Efficient Market Hypothesis.” Here, he opines on value stocks, Bitcoin acceptance, the GameStop frenzy, and inflation concerns. *DFA is one of the fund managers we utilize in our investment models.  


10 Questions Retirees Often Get Wrong About Taxes in Retirement, Kiplinger’s Personal Finance

You work hard to build your retirement nest egg. How do you know if you’re paying more taxes than you should? Let’s kick this off: “When you retire, will your tax rate be higher or lower?”


10 Things You Shouldn’t Care About as an Investor, A Wealth Of Common Sense

With apps that track our investment performance in real-time, how do you know what’s important to focus on?  Should you prioritize one-year performance numbers? What about implementing advice from a billionaire? Ben Carlson does a great job of reframing your goals for investing in this article.


How Much Energy Does Bitcoin Actually Consume?, Harvard Business Review

Bitcoin currently consumes as much energy as a small country. But how long is that forecasted to persist?  This article captures common misconceptions surrounding the sustainability debate, whose responsibility it is to manage, and are the resources required worth it.


7 Things To Know Before You Invest in Bitcoin, Peter Lazaroff

It’s not about just looking at past performance; what’s the future of Bitcoin and Cryptocurrency as a whole?  Peter Lazaroff encourages us to define our “why” behind the crypto investment and set reasonable expectations. In this way, we’re better prepared to minimize regret should the investment go south.  The same goes for reigning in our confidence if the investment pays off for reasons unrelated to our original theory.

We’d love to know what you’re reading.

Who do you follow or what podcast do you listen to?  Send us a note today!