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Simple Beats Complex
If Only Because You Understand It Better |
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In this month’s edition Nick seeks to extend the principle of understanding what one owns and why as a defense against the siren song of the shiny thing(s). |
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Three New Charts from
Capital Group / American Funds
(plus one of mine) |
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Skills that matter in an AI world |
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Youtube - May 28, 2026 - 28 minutes |
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With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes according to equity portfolio manager Michael Beckwith. So, what does drive effective long-term outcomes? Adaptability and judgment. In this episode, he explains how these skills show up in practice:
- Actively molding a portfolio rather than just aggregating stocks
- Rigorously assessing management quality and incentives
- Identifying when businesses are mispriced for meaningful change
- Looking beyond companies to where new business models are being defined
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Why today’s stock market calls for active management |
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What happens to markets when investing goes on “autopilot”? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters in expensive, concentrated markets. Jody also shares her thoughts on the role of private assets and what “smart regulation” could look like. |
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Which type of retirement plan does NOT have a catch-up for those over 50? |
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- Roth IRA
- Simple IRA
- SEP IRA
- Traditional IRA
- 401k
- Solo 401k
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Answer = Choice 3: SEP IRA
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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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