Joshua M Brown

Knowing the difference between Risk and Deep Risk

Bill Bernstein is widely known among professional investors as one of the best writers and thinkers in the industry. Two of his books, Deep Risk and The Investor’s Manifesto, belong in any conversation about the most important investment books ever written. Bernstein doesn’t appear on TV nor does he do much public speaking. So this…

A quick word about signing up for Liftoff

According to Matt, who runs our automated advisor product, Liftoff, March has been an extremely robust month for signups. Matt tells me that we had a more than 100% jump in new account signups in March versus February – this is fantastic news because it means people are understanding our message and investing during a…

How to safely take money from your retirement account now

I’ve asked my firm’s CFO Bill Sweet to help me draft a notice to our clients so they can understand the provisions in the CARES Act, a $2 trillion economic rescue bill that President Trump signed into law last week. In this post, I am only including information about how the Act affects your Individual…

Three reasons it’s not 1929

I could be wrong, but let me point out three things that I think about when I hear Great Depression analogies being made to the current crisis. The first thing I think about is that the financial markets of the 1930’s were prehistoric. Yes, the Federal Reserve was in existence, but it was nowhere near…