In The Media
Insights from LCM Capital Management on markets, investor behavior, and practical portfolio decisions.
Conviction is Contagious
Conviction is contagious, which is exactly what makes it dangerous. A reflection on how narratives can spread and influence investor decisions.
The Bursting of the Stock Market Bubble
A look at the ongoing market bubble conversation and what investors should consider instead of following loud predictions.
The Bursting of the Stock Market Bubble ...Well Maybe
Why market forecasts are often wrong, and why disciplined investing usually beats reacting to pundits.
My Greatest Fear Has Quickly Become Reality
An investor-focused perspective on fear, planning, and how to respond to uncertainty with a clear long-term strategy.
The Hottest Party on Wall Street is One You Might Not Want an Invite To
A cautionary review of private credit, private REITs, and other products marketed as exclusive opportunities.
Time IN the Market
Most investors know the phrase, but this post challenges whether behavior in real life matches the principle.
Why Economists Are Always Wrong
A critique of annual market predictions and why investors should avoid over-relying on expert forecasts.
The Truth Behind Market Returns During Election Years and Presidential Terms
An evidence-based review of election-year narratives and their real relationship to portfolio performance.
Recession? No Recession? It's Anyone's Guess, Even the Federal Reserve
Why economic forecasts can shift quickly, and why investor decisions should be guided by process over prediction.
Why Investors Should Only Buy Individual Fixed Income Securities
LCM's case for using individual bonds, CDs, and Treasuries over pooled fixed-income vehicles in many scenarios.
How Can You Lose Money and Owe Taxes?
A practical explanation of how tax outcomes can still hurt investors during down years and how to think ahead.
Why I Became A Financial Advisor
The personal story and philosophy behind helping investors make better long-term financial decisions.