Remembering the life and legacy of Van K. Tharp. Click here to view memories

Chuck Root

Review and Discovery: Year-End By, Chuck Root

/ 6 minutes of reading

At the end of 2022, I decided to review all my transactions for the year and I’m so glad I did. In the past I’ve done only a partial review or no review at all. That’s not so good but I had done well trading in recent years and even set some nice personal trading records. The old market saying that a bull market covers up a lot of mistakes, however, rang true for me in 2022. Warren Buffett expressed the same idea more colorfully, “When the tide goes out, we […]

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Priorities and Processes: An Advisor Talks About Success By, Chuck Root

/ 10 minutes of reading

There are three factors important for asset managers and individual traders/investors. In order of priority, they are: Risk Long-term viability Returns Wait. Risk first? Long-term viability comes before returns? Shouldn’t returns be first – and by a wide margin? Did I get these right but put them in reverse order? No. I put them in the order that fund managers and traders should prioritize. Why? Ask clients, as I have done for many years, about their major concerns and they will answer consistently that risk is at the very top

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