Language of Lucre
While not nearly a complex as the jargon of stock brokers, investment advisors do speak a language that can seem foreign.
Proper Pie Parceling
Properly allocating your portfolio assets can make a big difference in both return and risk.
Cash is Trash
Some claim that “Cash is King,” but holding large amounts of cash can slowly decimate your wealth.
What is the Point?
When trying to measure market performance one point is not same as another.
Bears Aren't So Bad
Bear markets seem scary, but they’re not as bad for older investors as we’ve been led to believe.
The Case for Global Diversity
With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios.
Bear Busting Blueprint
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 market turbulence is on the rise. Why the disconnect?
Tell Me Lies
We all lie to ourselves. We lie about our weight, our attractiveness, our intelligence and our finances. To quote my favorite financial writer, Jason Zweig, “everything you ever thought you knew about yourself is wrong.”
Alternative Traps
Alternative: one or more things available as another possibility. Should you consider alternative investments for your portfolio?
A Simple Concept
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.
Different Directions
While the concept of correlation may be a bit confusing, it is critical to the concept of science-based investing. So, here’s our attempt at explaning correlation and how it effects your investments.
Turn Down the Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. You may need help turning down the noise.
Lying About Fees
The majority of the financial services industry is incompetent or worse. Rarely do they tell the whole truth about their fees and commissions.
Where Did My Premium Go?
From 1928–2017 the value premium in the US had a positive annualized return of approximately 3.5%. In seven of the last 10 calendar years, however, the value premium in the US has been negative. So, what happened to it?
A Different Way To Donate
We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. Good giving feels great – for donor and recipient alike. That said, a tax break can feel good too, and it may help you give more than you otherwise could.
Do Good to Do Well
Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how.
Nobody Knows the Future
In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. Moving forward, we can look at several examples from 2017 that provide perspective on what guidance investors may want to follow, or not follow, in order to achieve the long-term return the capital markets offer.