Learning Beyond the Textbooks

When I first got into this business, I read everything I could get my hands on. Books on investing, market theory, portfolio strategy. They all had value and they gave me a solid foundation. But what I learned pretty quickly is that the market does not behave like a textbook. Books tend to present things […]
Lessons from the Field

Before I ever stepped into an office at Merrill Lynch, I spent a lot of time on a football field at the University of Tulsa. I was a three year letterman, a starting linebacker, and those years taught me more about discipline than anything else in my life. At the time, I did not realize […]