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“I will never own enough of any one thing to be able to make a killing in it.
Nor will I ever own enough of any one thing to be able to be killed by it. Diversify.”
―Nick Murray
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The Liberating Potential of Chaos |
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In this month’s edition Nick demonstrates that there’s no way to create rational investment policy from current events. |
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MICHAEL'S ARTICLE OF THE MONTH |
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Where and How to Invest for Long-Term Growth? |
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Read my article and learn where I will answer these two questions:
- What is the best investment?
- What is the best method of investing?
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A compilation of quotes and essays of history's finest investors. Our entire investment philosophy is expressed in these few pages. |
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You can't model human behavior |
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Youtube - March 19, 2026 - 27 minutes |
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Long-term investing success comes from experience, humility, and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress. As she puts it, “You can’t model human behavior,” and understanding that reality helps her make better decisions for shareholders. |
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March 24, 2026
25 minutes |
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Inside the AI supply chain |
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Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom. |
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Larry is 60 years old and has a Roth IRA that has been open for 8 years. His total contributions are $60,000 and it is now worth $83,000. He takes a distribution of $23,000. The distribution is taxed at what rate? |
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- 15 percent.
- Ordinary income rate (OI).
- Long-term capital gains rate (LTCG).
- OI -or- LTCG, whichever is greater.
- Not subject to tax.
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MONEY MEMES AND A LITTLE HUMOR |
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With over 36 years in the industry, I’ve cultivated a broad network of professionals. If you need guidance on estate planning, taxes, bookkeeping, mortgages, real estate, reverse mortgages, notary services, health or car insurance, or even traffic violations, I'd be happy to introduce you to an expert.
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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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