February 1, 2008

A Tale of Two Panics

Timeliness remains a challenge in writing a monthly investment column. Markets change with lightning speed, rendering yesterday’s news very stale.…

How Much Diversification Is Enough

Diversifying one’s portfolio is conventional investment wisdom.  The wise investor spreads his investments among domestic stocks, foreign stocks, bonds, commodities…

What We Know That Isnt So

Investors who rely on conventional wisdom can suffer as a result. In this column, I’ll identify some things about the…

In Krause We Trust

Stephen Covey is the 7 Habits of Highly Effective People dude. Stephen M.R. Covey is his kid, and M.R. thinks…

Bonds Plain Vanilla

Many consider bonds to be the plain vanilla of the investing world, yet they can generate substantial returns. Since bonds…

Rethinking Indexing

In 1970, Eugene Fama, a finance professor at the University of Chicago, propounded the Efficient Market Hypothesis (EMH), which says…

Risk Free Returns

I’m excited to be writing this financial column in NorthBay biz. Working as a registered investment adviser for the past…

Making Room

Parking rates in downtown San Rafael are up, so where’s the outrage? In October, the city boosted rates to $1…

Lets Get Started Shall We

Welcome to “Only in Marin,” which will focus on business news—and the people making it—in Marin County. The name was…
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