Margin Call: The Call You Never Want to Receive Trading on the margin can amplify gains but also the potential for losses. A margin call could become an unwelcome surprise that day traders must understand and be prepared for when trading on margin. This article explores a margin call, why it happens, the consequences, and [...]
Chess and Trading: A Tale of Strategy, Risk, and Decision-Making Chess, a centuries-old game of skill and strategy, and trading, the modern-day art of buying and selling assets, may seem wildly different. However, when we delve deeper, we uncover striking similarities in risk mitigation, pattern recognition, and decision-making under stress. This blog post will explore [...]
In my previous discussion on Tactical Asset Allocation (TAA) last week, I briefly touched upon Strategic Asset Allocation (SAA). Upon receiving a request from a client to dig deeper into SAA, I am more than happy to oblige and offer an overview of an investment approach many investors employ. An Overview of Strategic Asset Allocation [...]
I reviewed the book The Ivy Portfolio by Mebane Faber and Eric Richardson this past weekend in my Off the Shelf blog. As the book talks about Tactical Asset Allocation (TAA), I thought I'd add to the discussion by providing more context.  Tactical Asset Allocation: An Essential Strategy for Diversified Investment Portfolios Successful investing often [...]
Three Common Mistakes Traders Make and How to Avoid Them Trading can be thrilling and potentially lucrative, but it's also rife with pitfalls that can derail even the most experienced traders. This blog post explores traders' three most common mistakes: over-trading, over-leveraging, and inadequate risk management. More importantly, we'll discuss actionable steps you can take [...]
As the U.S. Open starts this week, it sparked my thoughts on the parallels between golf and trading. What a Pro Golfer's Bag Can Teach Us about Profitable Trading As any professional golfer can attest – the key to success on the golf course is having the right set of clubs in your bag. Similarly, [...]
