Bank OZK Q1 2019

For those following or still subscribed to theintelligentinvestor, it's been a long time since I've posted. If you're no longer interested in the blog, feel free to unsubscribe. If you are interested, I plan to start posting more frequently. Over the last several years, I've been consumed with investing, running two funds, joining the board of a problem investment, and managing portfolios (separate accounts) for clients. While it may not seem like much it did consumed practically all my time. My goal of blogging is to share my experience and knowledge with others. Additionally, I find that it useful [...]

By |2019-04-19T18:33:12+00:00April 17th, 2019|Investments|

How Much Money You Can Save by Renting?

In the spirit of full disclosure, I am a licensed real estate agent.  Now I this does not seem to serve me well as a real estate agent.  But I believe that saving money is essential to everyone's success.  Saving money will ultimately allow you to buy a home - which incidentally helps me if I"m your agent. Usually, renting is not in the best interest of our country as far as national GDP is concerned.  When you purchase a home you create jobs - you employ an agent, mortgage broker, builders, construction workers, buy furniture, the additional [...]

By |2018-11-11T01:54:54+00:00November 10th, 2010|General, Real Estate|

How to Save Money by Negotiating a Short Sale

How to Save Money by Negotiating a Short Sale How to save money.  You can save a few hundred a month buying groceries intelligently or by searching the web for the hottest deals.  Saving a few hundred bucks a month is a ton over a year and its effects are even greater over 10 years.  But what if that’s not enough?  What if you need to somehow impossibly cut back your expenses like $1000-$1500 because you lost your job or your savings have depleted? The mortgage payment is America’s single highest expense. I believe in honoring your word.  [...]

By |2018-11-10T23:52:05+00:00November 10th, 2010|Uncategorized|

How Jesus Would Choose a Fund or Money Manager

You’ve all heard of the phrase, “Let your money work for you.” If you’ve saved up enough money and amassed sizable savings, you might be thinking: Where should I invest my money?  While you can invest in stocks or bonds, another alternative is investing in funds.  Funds are typically run by money managers and can be public or private.  Different funds have different risk/return proportions and lockup periods where the fund requires you to invest for a minimum amount of time (months or years). In the laissez-faire world of investments, money goes to its highest bidder – or [...]

By |2018-11-11T01:54:48+00:00July 26th, 2010|Beginnings, Financial Planning|

How to Buy a Short Sale – or a Foreclosure in King County

How to Buy a Short Sale – or a Foreclosure in King County It’s been a while since I’ve blogged and I apologize for that.  My recent preoccupation with an investment property is to blame.  I’ve been in contract to purchase a short sale in Madison Valley and the negotiators are working with the bank to get final approval before the property goes to auction this Friday.  Meanwhile, I thought it’d be nice to share the process as it’s fresh in my mind, and perhaps you will glean something from it for your next real estate investment project. [...]

By |2018-11-10T23:56:59+00:00June 21st, 2010|Uncategorized|

10 Energy Saving Tips that Cost You Less than $10

10 Home Energy Saving Tips for Less than $10 ME: Do you want to save energy? YOU: Ok…but how much will it cost? ME: The time it takes you to read this article. YOU: You have 5 minutes. (Ok, well it depends on how fast you read.) After reading this article, you (and the friends you forward this to) have absolutely no excuse for not being energy savers.  The world we live in today allows us to save energy and make money while doing it.  Keep in mind that I am not an energy zealot with $50k solar [...]

By |2018-11-11T01:54:42+00:00June 19th, 2010|General|

Magic Formula Investing – In 3 Steps

Book Review: The Little Book that Beats the Market What if you heard there was a “Magic Formula” that said you can beat the market.  You were told that the little guy has a chance to outperform stock market analyst and portfolio managers?  No need to just invest in index funds and wait mindlessly while your investment grows (or diminishes). In his latest piece, The Little Book that Beats the Market author Joel Greenblatt goes through a simple strategy and explains in plain English how to achieve higher returns than average by just running through a formula and [...]

By |2018-11-11T01:55:34+00:00June 11th, 2010|Estate Planning, Financial Planning, Investments, Trust Planning|

Mr. Market

A look at the greatest investors shows they all have particular trait in common - the ability to have strong convictions and stick with their guns whether or not their opinions are popular.  Ben Graham, Peter Lynch, Warren Buffett, George Soros, John C Bogle, and Julian Robertson to name a few.  These are people who achieved the upper echelons of success in their respective fields by standing out and having the courage to disagree with the masses. Benjamin Graham’s sums this concept up in his famous allegory called Mr. Market.  Imagine you own a grocery store and you [...]

By |2018-12-13T08:34:45+00:00June 7th, 2010|Uncategorized|
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