Is the Latest Investment Fad Just Deja Vu All Over Again?
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.
Continue reading...
Earning The Equity Risk Premium
A rubric of modern portfolio theory taught at colleges and universities holds that investors get paid extra return for taking risk. The risk premium is the amount you get paid for owning a risky asset.
Continue reading...
Avoiding Extremes – A Clear Eyed View of What’s Really Going On
I’m wishing you all a Happy New Year, and want to start the year by sharing our 2018 Year-End investment letter, and some advice around avoiding extremes when it comes to behavioral investing.
Continue reading...
Five Financial Adages for Thriving in Volatile Markets
Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. And yet, investors often end up abandoning this same advice when volatile markets are on the rise. Why
Continue reading...
Understanding How Investments are Taxed Differently
Taxes in retirement can have serious impacts and different investments are taxed differently. Retirees should be aware their taxable income could have an impact on more than their investment portfolio...
Continue reading...Analyzing The Risk Of Stocks After The 6.9% Drop
In light of recent volatility, we thought analyzing the risk of stocks would be a timely exercise. It would be wise to remember that ultimately, corporate profits drive stock prices and that profit levels
Continue reading...
Midterm Elections Financial Advice: What Do They Mean for Markets?
It’s practically Election Day in the United States again. For those who need a brief civics refresher, every 2 years the complete United States House of Representatives and one-third of the Senate
Continue reading...
Born Out Of The Ashes Of The Financial Crisis
As of August 21, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” Then came mid-September – ten years since the beginning of the
Continue reading...
Understanding How Fee Only Advisors Work [Infographic]
The vast majority of employees of banks, brokerage firms, and insurance companies charge a management fee part of the time and are commissioned salespeople at other times. These brokers call themselves
Continue reading...
Alternative Reality
Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility
Continue reading...