Peter Disch

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.
People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker price indicates approximately…

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An Enduring Philosophy

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This is exactly why, as

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Apple’s Ascent to $1 Trillion

The market has been buzzing about Apple’s $1 trillion market valuation. It’s an incredible amount of wealth creation in any context – but getting to 12 zeros is especially impressive when you consider that Apple was just 90 days from declaring bankruptcy in 1997. Today’s chart shows this milestone – as well as many of the ones

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