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Monthly Archives: January 2008


Where One Billionaire Has Allocated His Assets

I had lunch with T.S. at the end of 2007, who made his fortune founding and building technology companies.  T.S. is one of the smartest and most dynamic entrepreneurs I’ve ever met who now approaches philanthropy with as much drive as he did his business.  One hallmark of T.S.’s success is his ability to surround [...]

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Make Money In Down Markets: Harvest Tax Losses With ETFs

If you have exposure to an asset class, it’s important to maintain that exposure and not try to become a fortune-teller, attempting to figure out when to “get in or get out.” The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market [...]

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