Written by Crodant Ambassador Dave Unzicker When you reach the end of your Intel career and make the shift into retirement, will you know what you can expect this next stage of your life to be like? For many it’ll be a mystery. But for those who plan and intentionally prepare for it (and I don’t mean saving money) much... Read More
A Career Inflection Point: Navigating the Pending Intel Job Cuts
According to Mike Rogoway at the Oregonian, Intel is gearing up for a round of job cuts that could be announced as early as this week. And, if his sources are correct, this reduction could be more substantial than those done last year. [Update: Intel has announced a reduction of 12,000 jobs worldwide, 11% of the global workforce.] The cuts may... Read More
A Pause that Refreshes or Trouble Ahead?
In part one of our quarterly recap we looked at the bumpy ride over the last three months and we saw how a disciplined approach paid off. Now let’s look at two common questions investors are currently considering. The questions are: The market’s had a good run since 2009, so how much longer can the recovery last? But, the market’s... Read More
Q1 Asset Class Performance
The S&P 500 eked out a seemingly benign 1.4% return in the first quarter—an unremarkable result but a bumpy ride. This positive return came despite the “worst 10-day start to a calendar year ever,” and Q1 became the first quarter since 1933 to fall by as much as 10% and still finish with a positive return. Top performing asset classes... Read More
Why You Should Ignore the “Best” Timing Signal on Wall Street
I came across an article the other day on Yahoo Finance with the scary sounding title of “One of the best signals in the stock market is saying it may be time to sell.” I hate articles like this. They prey on people’s emotions and (sometimes) limited knowledge of market history. I have enough context built to know that articles... Read More
An Active Management Performance Update
A couple of weeks back, Bloomberg published an article titled “The World's Most Popular Stock Picks Are Sinking.” And from the first line, the conclusion was clear: “A successful strategy to avoid the worst of this year’s equity retreat: ask your analyst what to buy and sell, then do the opposite.” As we’ve written before, not making investment decisions based... Read More
Investing Lessons From Intel’s Copy Exactly Philosophy
Last week, in the New York Times Gary Belsky wrote an article titled “Why We Think We’re Better Investors Than We Are." In it, he lists several common cognitive biases which lead people to make poor investment decisions. However, I suspect (due to the first bias Belsky lists—overconfidence) a lot of individuals who read this article are going to think,... Read More
The Most Horrendous Lie on Wall Street is Getting Exposed
“It is difficult to get a man to understand something, when his salary depends on his not understanding it.” ― Upton Sinclair Earlier this month writing in Fortune Magazine, Josh Brown, the CEO of Ritholtz Wealth Management, called opposition to a pending Department of Labor (DOL) rule “The Most Horrendous Lie on Wall Street.” It turns out, this lie is already... Read More
Upcoming Retirement Workshop: Navigating the Intel Retirement Plan
Making a decision when faced with numerous different options can be daunting. But when it comes to your investment accounts and your financial well-being in retirement, making the right decision is quite important. In a 2000 study, researchers from Stanford and Columbia Universities assessed people's ability to choose in the face of many options. In the experiment, customers shopping at... Read More
Should You Hedge Against Natural Disasters?
Note: This article is an attempt to quantify the investment impact of natural disasters. It is not meant to minimize the terrible emotional and financial toll they take on of those directly affected, or downplay the devastating loss of life which occurred, and will happen again in future disasters. Last summer the New Yorker published an article titled “.” Since... Read More