Home

About Us

Get Real!

Behavioral Finance

Services

Investing

Links/Resources

"Endorsements"

Links & Resources

WEALTH LOGIC MEDIA QUOTES

The Wall Street Journal 6/7/10 - Diversified But simple

Money Magazine - June 2010 - 15 Most hated fees

April 15, the IRA deadline, approaching - Chicago Tribune

Suckers of The Future Groomed With Stock Game - Bloomberg 12/9/09

The Wall Street Journal 11/26/09 - More Stocks May Not Make a Portfolio Safer

Financial Planning Magazine Nov 09 -Tips on TIPS

Vanguard Dec 09 - Gift of Smarter Investing

Vanguard 7/13/09 - Simple rules for sound investing

CFP Board 6/23/09- A Cautionary Tale on Questionable Honors

MONEY MAGAZINE June 09 - A Bear To Remember

THE NEW YORK TIMES 04/11/09 - No Talking Heads Here

MONEY MAGAZINE 3/09 - High Costs of Expenses and Emotions

ASSOCIATED PRESS (AP) 3/29/09 - Lessons from a 2nd Grader and a Spy

GAZETTE 3/16/09 - How does a second grader beat Wall Street?

THE WALL STREET JOURNAL 3/4/09 Tempest-Tossed? Take Some Control

THE WALL STREET JOURNAL 3/1/09 Better Yields Are Still Out There

NY TIMES - 2/5/09 - How to Avoid a Tom Daschle Tax Problem

FINANCIAL PLANNING - Jan 09 - Bear Markets Compared

THE WALL STREET JOURNAL 12/31/08 - Assessing Risk - Questions to Ask Yourself

THE WALL STREET JOURNAL 12/2/08 - Stocks are Less of Your Net Worth Than You Think

MONEY MAGAZINE Nov 08 - Nine Tips To Tough Out The Times

CNN MONEY 9/30/08 - Keeping Your Money Safe

MONEY MAGAZINE - Oct 08 - Late Career Bear Market

FINANCIAL PLANNING - Sept 08 - Investing - Core and Casino

CNN MONEY - 07/12/08 Fall of IndyMac

THE WALL STREET JOURNAL 03-30-08 Dancing Bears at Your Retirement Party?

Financial Planning - 03-08 A Safer Source of Alpha

THE WALL STREET JOURNAL 2-20-08 Protecting Retirement No Matter Who's President

GAZETTE - 01-09-08 Stocks to Fall

MONEY MAGAZINE 01/08 Millionaires-in-chief

GAZETTE - 01-01-08 - Market Acted Well

MarektWatch 11-13-06 - Boo-yah this!

THE WALL STREET JOURNAL 8/12/07 - In Defense of My Contrarian Advice

THE GAZETTE - 7/18/07 - Traditional vs. Roth IRA

THE WALL STREET JOURNAL 6-3-07 - Tweaks that Fatten Your Wallet

MarketWatch 5/29/07 - Leaving 401(K) Fees

Saving for College (Video - click "PLAY")

THE GAZETTE 3/12/07 - Financial Planner Built Career on Being Boring

THE WALL STREET JOURNAL 3/11/07 - How Good People Make Bad Investments

MarketWatch 2/19/07 - 2nd Grader Portfolio Wins

MarketWatch 2/13/07 - Commission-less Trading

FEDERAL RADIO 2-14-07 - Beating the S&P 500

THE WALL STREET JOURNAL 2/4/07 - Success Depends on what You Count

CHRISTIAN SCIENCE MONITOR 1/22/07 - Save for College & Make a Difference

THE GAZETTE 12/31/06 - EXPERT ADVICE 2007

MarketWatch 12/29/06 - Canadian Firm Buying Putnam

THE GAZETTE 12/24/06 - Experts Financial Wish List

FINANCIAL ADVISOR MAGAZINE - Dec. 06 - Do These ETFs Make Sense?

MarketWatch 12/15/06 - New Fund With a Twist

TheStreet.com TV 11/20/06 - Investing and Instincts Don't Mix ( Video )

THE STREET.com 10/24/06 ETFs' Free Trade Boost

THE GAZETTE 10/22/06 - Formula 529

THE WALL STREET JOURNAL 10/15/06 Wrestling with a Retirement-Party Bear

FEDERAL NEWS RADIO 9/5/06 - Are You Having Too Much Fun?

THE WALL STREET JOURNAL 7/30/06 - Yikes, Here Come The Retirement Raiders

INVESTOR'S BUSINESS DAILY 7/21/06 - Gold Miner's ETF

INVESTOR'S BUSINESS DAILY 5/24/06 - ETFs More Transparent

THE WALL STREET JOURNAL 3/15/06 - Basketball and Investing

FEDERAL NEWS RADIO 3/6/06 - Investing's Bad 10

MONEY Magazine  2/06  - Should I Sock Away Gold?

Christian Science Monitor 1/19/06 - College Costs

THE WALL STREET JOURNAL 12/4/05 - Fund Indexers Take a Bow

MARKETWATCH - 11/28/05 - David vs. Goliath

FEDERAL NEWS RADIO 11/2/05 - Smartest Things Investors Can Do

 

RADIO INTERVIEW

Mike Causey - WFED 11-15-06 - True Lies That Will Cost You

Mike Causey - WFED 3/1/06 - Emotional Mistakes>

 

Favorite Quotes
"You get what you don't pay for."
-John C. Bogle, Founder The Vanguard Group

"One must give up the fantasy of a perspicacious gunslinger/investor outwitting the market."
-John Allen Paulos, author of A Mathematician Plays the Stock Market (quote regarding index investing)

"The best thing you can do as an investor or a gambler, is to know the odds of the game you're playing--because not knowing them will cost you."
- Mathew Emmert, Motley Fool

"How could I have been so mistaken as to have trusted the experts?"
-John F. Kennedy after the Bay of Pigs and, I suspect, many investors after realizing their expert advisors got rich while they underperformed the market.

Newsletter
Subscribe to the Wealth Logic Columns

CBS MoneyWatch.com:  THE IRRATIONAL INVESTOR

Final Investment Advice - Farwell CSBJ Column -

Emotions Lead Us To Ask The Wrong Questions 152 KB

How to Fight Poor Customer Service  154 KB

Division of Insurance - To Protect the Consumer or Producer?  pdf 154 KB

A Year After the Stock Market Plunge pdf 159 KB

2009 Top Dog In Financial Planning pdf 168 KB

Should You Get Back Into The Stock Market?  pdf 173 KB

Even I Use Active Investing Sometimes pdf 145 KB

Three Bad Alternatives to the Stock Market pdf 149 KB

Cramer vs. SpongeBob pdf 158 KB

The Pain of this Stock Market pdf 182 KB

The Great Depression Ahead? pdf 124 KB

Stock Market Predictions - Past & Future  pdf 151 KB

What To Do With What's Left of Your Portfolio Pdf 113 KB

Shock and Awe - Stock Market Style pdf 151 KB

Nightmare on Wall Street pdf 182 KB

Flawed Stock Market Analysis pdf 133 KB

Bad News and the Stock Market pdf 116 KB

2008 Bear Market And The Future pdf 171 KB

Do Financial Regulators Protect Consumers?  pdf 147 KB

Active Mutual Funds Shine in Down Market? pdf 165 KB

What's the Next Investment Bubble to Burst? pdf 154 KB

My $140,000 High Deductible Health Plan pdf 783 KB

World Stock Market Plunge pdf 182. KB

2008 Stock Market Predictions pdf 159 KB

Three Investment Truths??? pdf 136 KB

Second Grader Portfolio Revisited pdf 152KB

Economics 101 of Insurance Investing pdf 936KB

Your Money and Your Brain  pdf 512 KB

Bad Books Make Good Reading pdf 230 KB

Viva Lost Wages pdf 289 KB

Asset Location, Location, Location pdf 202 KB

My Portfolio Exposed pdf 121 KB

Fixed Income - Juice Your Returns pdf 195 KB

Common Sense Investing isn't so Common pdf 215 KB

Getting Customer Satisfaction pdf 76 KB

2006 - The Stock Market Fools Us Again pdf 386 KB

True Lies That Will Rob You pdf 71 KB

3-Dimensional Diversification pdf 211 KB

Trick or Treat Investments pdf 152 KB

Do Financial Advisors Add Value? pdf 99 KB

Let Your Inner Gambler Out - Fun with Investing pdf 203 KB

Millionaire's Car pdf 294 KB

In Pursuit of Fair Taxes pdf 538 KB

My Colonoscopy and Healthcare  pdf 204 KB

Buffet on "How to Minimize Investment Returns" .pdf 556 KB

Freakonomically Awful Financial Advice .pdf 1108 KB

Two and a Half Market Myths of 2005 .pdf 226 KB

Financial Seduction - New Age Investing .pdf 219 KB

Why Physicians are Lousy Investors .pdf 253 KB

Rebalancing - Market Timing That Works .pdf 566 KB

2nd Grader Portfolio vs. Wall Street .pdf 112 KB

Odds of Investing .pdf 489 KB

Out-of-Control Health Insurance .pdf 248 KB

The 7 Habits of Highly Effective Financial Gurus  .pdf 266 KB

Medicine & Money  .pdf 54 KB (M.D. NEWS)

Medicine & Money II  .pdf 189 KB (M.D. NEWS)

College 529 Plans  .pdf 217 KB

Building Wealth With Insurance  .pdf 447 KB

Wired For Wealth .pdf 557 KB

Irrational Investing  .pdf 126 KB

Free Money  .pdf 225 KB

Costly Illusions  .pdf 151KB

Get Real!  .pdf 219KB

Asset Allocation  .pdf 348KB

Beating The Market  .pdf 131KB

Presentations

AAII 3/13/07 - Guarantee Top Performance .pdf 1056 KB

A Random Walk Down Behavioral Finance  .ppt 1058KB