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The Lifeguard Wealth Blog

Publications, Insights & News

Five Ways to Become More Financially Engaged Thumbnail

Five Ways to Become More Financially Engaged

Becoming more engaged with your finances can be a daunting task — the decisions you make are important and the amount of information can be overwhelming. In this video, however, Katie Keary shares five ways you can become more involved with your money.

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Credit Premium: Fact(or) Fiction Thumbnail

Credit Premium: Fact(or) Fiction

The above title may well end up being my most significant marketing achievement. Yet, it is a good descriptor of a research topic I’ve tackled, and I continue to be surprised by how little attention has been paid to whether there’s any historical justification that the credit premium is additive to portfolios that already own stocks and government bonds.

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The S&P 500 Goes Supernova Thumbnail

The S&P 500 Goes Supernova

I think most investment professionals are generally aware of how well the S&P 500 has done relative to virtually every other asset class since the end of the global financial crisis (GFC). A bit more precisely, the S&P 500 is up 352 percent from March 2009 through October 2018

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Temperament Trumps Intellect in Investing Thumbnail

Temperament Trumps Intellect in Investing

Legendary investor Warren Buffett famously stated: “Success in investing doesn’t correlate with IQ. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people in trouble investing.”

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