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Glenn D. Surowiec
Mar 22, 2022
On My Desk: Noteworthy News
A new survey finds that Americans are unhappier than they’ve been in decades, or possibly ever. Why? A study on American happiness came...
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Glenn D. Surowiec
Mar 16, 2022
A Deeper Look at Due Diligence
In your answer about conducting due diligence on potential investments, you wrote, “The way to get the most bang for your buck is where...
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Glenn D. Surowiec
Mar 3, 2022
Inflation, Ukraine and Portfolio Updates
Inflation is the one form of taxation that can be imposed without legislation. —Milton Friedman Inflation is the parent of unemployment...
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Glenn D. Surowiec
Feb 28, 2022
How much volatility should I tolerate?
We’re clearly in a weird environment right now: inflationary, though some of that may be transitory; economy booming in some ways,...
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Glenn D. Surowiec
Feb 19, 2022
Does a company’s market cap matter?
Does it make a difference having companies of different sizes (small-cap, mid-cap, and large-cap stocks) mixed into a portfolio? How do...
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Glenn D. Surowiec
Feb 11, 2022
Is technology-facilitated investing worth it?
Are investment apps like Robinhood that are designed to facilitate individual, small-scale investments and services that use...
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Glenn D. Surowiec
Jan 25, 2022
Conducting Due Diligence
What steps can I take to figure out if an asset is a good buy or not? What pieces of information do I need to look at, where do I find...
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Glenn D. Surowiec
Jan 18, 2022
Setting 2022 Up for Success
What are people not thinking about enough right now, or for 2022? What's an action step people can take to set the stage for success in...
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Glenn D. Surowiec
Dec 7, 2021
What is the ‘Capital Cycle Effect’?
This is something you’ve mentioned in past newsletters and writings, but I’m not sure what this means. Can you explain what you mean by...
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Glenn D. Surowiec
Dec 2, 2021
What should I think about as the year ends?
Are there any financial or investment-related activities, questions, or concerns that I should be thinking about or addressing as we...
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