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|

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|