Category Archives for Investment Advice

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors

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When Everything Screams Inflation

When Everything Screams Inflation

After last year’s economic shocks, we shouldn’t be surprised to see prices rebounding. But the potential for inflation is one among many factors investors take into account when agreeing on a price

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Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

The Federal Reserve has been suggesting rising rates should wane. We hope they’re right. But we also know the future remains uncharted. Nearly any outcome is possible, and none is inevitable. This means

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Recent headlines have been reporting a noticeable uptick in inflation. Superlatives like “best” and “worst” grab the most attention, so outlets have been abuzz with reports of how a 5% May consumer

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Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The prediction game may be a losing one for many investors, and each year there are published reports that highlight the difficulties conventional managers face.

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Close up of mature couple fighting sitting on sofa

Why Investors Might Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these

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Fashionable mature friends having fun and celebrating by blowing colorful confetti in city street

The More Things Change

“If there is a unifying theme to all this, it is that investors big and small showed no fear of risk-taking to start 2021. In fact, they embraced it.” – Wall Street Journal

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Investors Should Think Twice Before Chasing the Biggest Stocks

1. Ten largest companies by market capitalization.2. Returns are measured as of start of first calendar year after a stock joins Top 10. As companies grow to become some of the largest firms trading

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How Has Market Behavior Evolved For Emerging Markets Investing?

How Has Market Behavior Evolved For Emerging Markets Investing?

Understanding market behavior and evolution are just as important for emerging markets as for developed markets, as emerging markets are an important part of a well-diversified global equity portfolio.

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When It’s Value Stocks vs. Growth Stocks, History Is on Value’s Side

When It’s Value Stocks vs. Growth Stocks, History Is on Value’s Side

Recently, growth stocks have enjoyed a run of outperformance vs. their value counterparts. But while disappointing periods emerge from time to time, the principle that lower relative prices lead to higher

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Strategic vs. Tactical Asset Allocation: Does It Matter?

Strategic vs. Tactical Asset Allocation: Does It Matter?

Strategic vs. tactical asset allocation … they both sound pretty good as an investment strategy, don’t they? There’s only one problem: I may have left you guessing as to what I’m even talking

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Choosing Between a Fee-Only or Fee-Based Advisor

Choosing Between a Fee-Only or Fee-Based Advisor

in your search for a dependable financial advisor, you might assume fee-only advisor vs. fee-based advisor are one and the same. Unfortunately, fee-only and fee-based advisors are not interchangeable.

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Three Upside-Down Investment Insights

Three Upside-Down Investment Insights

A trio of weird, but wonderful “upside-down” investment ideas in this post. Often, all you need to be an excellent investor is a healthy dose of common sense: A penny saved is a penny earned. Buy low,

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Cost of Investment Decisions And Why They Matter

Cost of Investment Decisions And Why They Matter

Much of what impacts your investment decisions is beyond your control. That said, you do have a big say on how much you spend on investing. By tending to the costs of your investment decisions, you can

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Lessons for Long-Term Investors - Tale of Two Decades

Lessons for Long-Term Investors – Tale of Two Decades

The first two decades of the 21st century have reinforced important lessons for long-term investors. Holding a broadly diversified portfolio can help smooth out the swings. Having a sound strategy built

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A Financial Index Overview:  Part I - Indexes Defined

A Financial Index Overview: Part I – Indexes Defined

When a popular financial index like the Dow is on a tear, up or down, what does it really mean to you and your investments?

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A simple equation that effects your investments.

A simple equation that effects your investments.

When fundamental facts grow harder to discern, investments grow more volatile, and that’s what’s been happening lately, especially with the widespread misperception of the yield curve inversion.

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How to React to Recent Market Volatility

How to React to Recent Market Volatility

Market volatility can be nerve-racking for investors. Reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

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3 Key Steps to Protect Your Assets (While You’re Alive)

3 Key Steps to Protect Your Assets (While You’re Alive)

Taking action to protect your assets and what’s yours while you’re still alive and in sane mind makes such good sense. There are many ways in which you might be unavailable to make critical

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What is the Total Cost of Ownership?

What is the Total Cost of Ownership?

A question worth finding answers to is ‘what is the total cost of ownership?’ The costs you expect to pay are likely to be an important factor in making any investment decision, including major

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Value Premium Investing - How Viable Is It Today?

Value Premium Investing – How Viable Is It Today?

It’s no secret that in U.S. markets, value stocks have been underperforming relative to growth stocks for around a decade. Has the Value Premium Lost its Mojo? Are the underwhelming returns a temporary,

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The Randomness of Global Equity Returns

The Randomness of Global Equity Returns

Investment opportunities for over 15,000 publicly traded companies exist all around the globe. Fluctuations in performance from year to year add to the complexity of investing globally, and provide little

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The Uncommon Average

The Uncommon Average

The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting

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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

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Objective Advice From Fee Only Advisors

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

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Diversification

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

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Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank

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The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth,

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