22 Investing and Money Dualities in honor of 02.22.2022.

Written By Mariko Gordon, CFA

I plan on exploring each of these dualities going forward. Let me know which ones you’re most curious about!

  1. Pre-tax vs. After-tax Money

  2. Income vs. Assets

  3. Liquid vs. Illiquid Assets

  4. Volatility Risk vs. Business Risk

  5. Short-term vs. Long-term

  6. Sector Exposure vs. Market Exposure

  7. Income vs. Expenses

  8. Upside vs. Downside 

  9. Earned vs. Unearned Income

  10. Active vs. Passive Investing

  11. Process vs. Outcome

  12. Buy vs. Sell

  13. Expectations vs. Reality

  14. Fundamentals vs. Technicals

  15. Inflation vs. Deflation

  16. Growth vs. Value

  17. Long vs. Short

  18. Levered vs. Unlevered

  19. Socially Responsible Investing vs. Unfiltered Investing

  20. Institutional vs. Retail Investing

  21. Market Timing vs. Dollar Cost Averaging

  22. Proxy Votes For vs. Against Management 

For more thoughts and ideas on financial intimacy, subscribe to my weekly newsletter Cultivating Your Riches.

Mariko Gordon, CFA

I built a $2.5B money management firm from scratch, flying my freak flag high. It had a weird name, a non-Wall Street culture, and a quirky communication style. For years, we crushed it. Read More »

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