Category Archives for Investment Advice

Lessons for Long-Term Investors – Tale of Two Decades

Investment Advice

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

A Financial Index Overview: Part I – Indexes Defined

Investment Advice

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?

A simple equation that effects your investments.

Investment Advice

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.

How to React to Recent Market Volatility

Investment Advice

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.

Market Strategists Prognosticate the Markets Direction

Investment Advice

Wall Street strategists and the media are complicit in fueling the myth that the financial markets are predictable – despite overwhelming evidence to the contrary.

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

Investment Advice

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

What is the Total Cost of Ownership?

Financial Education & News Investment Advice

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

Value Premium Investing – How Viable Is It Today?

Investment Advice

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,

The Randomness of Global Equity Returns

Investment Advice

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

The Uncommon Average

Investment Advice

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