Optimism is an investment strategy
“The most bearish prognostications like this always sound plausible. Pessimism is a wonderful sales technique in a changing landscape.”
“I followed Josh and Barry’s work for a number of years before I started writing and they had a huge influence on me. When I began my website I reached out to Josh to share my thoughts on what is wrong with the institutional asset management industry and how I would do things differently. We realized we shared similar values and principles which led me to get to know other team members at RWM. I loved the fact that everyone had a shared vision and I knew this was the perfect firm for me. I joined in late-2015 to build out our institutional and family office division.”
“My favorite part of the job is educating investors and helping them avoid the stress that comes along with money management. Our biggest role is really solving problems for individuals and organizations.”
“Most of my free time is spent reading, and I love to escape in a good suspense novel. Exercise, like jogging, helps me take care of myself physically and clears the mind. My colleague, Michael Batnick and I host a podcast, Animal Spirits, that is some of the most fun I have all week. I love spending time with my wife and three young children doing fun things in my hometown of Grand Rapids, MI, like trips to the zoo and park.”

“The most bearish prognostications like this always sound plausible. Pessimism is a wonderful sales technique in a changing landscape.”
“There will be nasty stock market crashes, recessions and financial crises in the future. I know these things will happen and I still invest for the long-term.”
“I don’t know what the future holds but Social Security is not a huge worry of mine.”
“You should spend more money when you have the ability to enjoy it.”
Concentration can make you rich, and it has made a lot of people rich in this cycle. But it can also take away those gains or make you poor in a hurry.
There have been far bigger booms and busts in the Nasdaq 100 but investors have been rewarded for those risks.
Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.
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