How to Not Worry About a Falling Stock Market
Too many investors become anxious when the stock market is falling and excited when the stock market is rising. Unfortunately, that is why the average investor dramatically under performs the…
How We See It
Coronavirus Concerns
Coronavirus concerns continue to impact the financial markets, as have all the numberless crises that have gone before it. While the potential human and economic effects are very unsettling, what…
Are you a Spite Spender?
As parents of young children, Grace and I were recently discussing the negotiation tactics between spouses for time away from the family. This can be something as simple as heading…
Déjà Vu All Over Again
Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios,…
Why Should You Diversify?
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify? With…
Where’s the Value?
From 1928–2017 the value premium, the return difference between stocks with low relative prices (value) and stocks with high relative prices (growth), in the US had a positive annualized return…
2018 Market Outlook
Where should you invest now? As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where…
Should I Own International Stocks?
Why own international stocks? Especially when, as noted in Exhibit 1 below, US stocks have outperformed international stocks over the last one, five and ten years, respectively. After all, most…
Why Have US Stocks Performed So Well?
During 2011, in the midst of the federal debt showdown, there would have been very few investors who believed the S&P 500 would return 16% per year over the next five…
Election Results: Understanding Uncertainty
Certain uncertainty is the theme of the 2016 election results. In a historic election, Donald Trump will be our nation’s 45th President. Whether you are elated, disillusioned or disappointed, we…
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We break down some of the most important questions we are asked on a regular basis.