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The Coffeehouse Investor Blog

It's Tax Time!  Thumbnail

It's Tax Time!

I know I harp on taxes but it's because taxes will likely be the biggest drain on your portfolio – by a country mile.

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The Gender Gap Thumbnail

The Gender Gap

A landmark study found that on average, men trade 45 percent more than women in their portfolios. This trading reduced men’s net return by almost one percentage point a year compared to women.

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Changing the Narrative Thumbnail

Changing the Narrative

Women have long taken charge of the daily “household finances.” Unfortunately, almost 60% of married women do not engage in longer-term financial planning for the household.

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CFO Meets CIO Thumbnail

CFO Meets CIO

When household CIOs create portfolios of broad market index and passively managed funds, it gives them confidence that they are maximizing returns in their entire portfolio.

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Unlikely, But Not Impossible Thumbnail

Unlikely, But Not Impossible

The bear market of 2022 is a distant past, a reminder that stocks generate higher returns than bonds and CDs if you hold them long enough. Is that always the case?

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