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“An intelligently diversified equity portfolio will always 'underperform' some narrow sector of stocks. That's how you know you're truly diversified.”
―Nick Murray |
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There’s No Such Thing As No Risk |
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In this month’s edition Nick further develops an idea briefly set out in his book
Simple Wealth, Inevitable Wealth: that the more insecurity one is able to embrace currently in one’s portfolio, the more genuine security net of inflation one will achieve deep in a long retirement. And vice versa. |
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MICHAEL'S ARTICLE OF THE MONTH |
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Unfortunately, human nature’s default investment policy is: Let’s sell whatever has performed most poorly over the last block of time so we can buy more of whatever has gone up the most.
In this article you'll learn how re-balancing solves this problem and potentially adds an extra 0.1% – 1% to your returns.
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The Maxims of Wall Street
by Mark Skousen
For nearly 30 years, financial economist and investment writer Mark Skousen has been collecting all the old wise adages, proverbs, and legends on Wall Street, based on in-depth interviews with old timers, reading rare financial books, and his own experiences in the financial markets.
Maxims of Wall Street is the closest thing to Wall Street scripture ever created.
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Amazon CEO on leadership, innovation and customer obsession |
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Youtube - February 19, 2026 - 31 minutes |
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In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases before any coding begins. In this episode, hear how he drives this culture, where he sees AI going next, and his advice for recent graduates.
Key takeaways include:
- How Amazon has built a customer-obsessed culture
- Why AI is the most transformative technology of our time
- The future of drones, robotics and global connectivity
- Practical career advice for graduates
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Febraury 12, 2026
40 minutes |
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Rob Lovelace on the year ahead |
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Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, investment director David Polak, the two offer their views on shifting global trade winds, the rise of international markets, and the origins of the New Geography of Investing. |
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Which one of the following retirement 'risks' is only an issue during the WITHDRAWAL phase (and not an issue during the accumulation phase)? |
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Volatility
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Inflation
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Longevity
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Loss of principal
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Answer = #1. Volatility is not a risk when you are not withdrawing money.
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MONEY MEMES AND A LITTLE HUMOR |
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I started my financial planning practice 36 years ago with the goal of serving a finite number of families with a focus on goal-focused, long-term, equity investing. I'm happy to tell you that this process is now well along. I can begin to see the day approaching when I will need to stop accepting new clients.
Between now and then, I would much prefer to establish relationships with colleagues and friends of my existing clients. I enjoy working with you and I'm sure I'd enjoy working with people whom you like and admire. If, and only if, I'm servicing you as you'd hoped I ask you to introduce us.
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Michael Paulding Thomas
Financial Advisor, Registered Representative, Securities Principal. Series 6, 26, 63, 65, Life
Since 1989 I’ve been helping families make smart choices about building a guaranteed income during retirement.
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Retirement Planning • IRAs • 401k's • Rollovers • Mutual Funds • Variable Annuities • College Planning • Term Life Insurance • Living Trusts |
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