How Markets Work and the FAANG Mentality
Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s common for a subset of…
Market Outlook
Leave Your Emotions at the Door When Investing
Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success.…
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has…
How Sequence of Returns Risk Could Impact You, Ep #89
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it…
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,…
What If I Lose It All?
The transition to retirement can be an exciting time. Shifting to additional leisure and time for the things you enjoy is a positive change for many. But it can also…
Our 2019 Investment Outlook, Ep #78
A common question I receive is now a good time to invest? Or what should I invest in? I don’t have a crystal ball so I can’t time the markets…
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…
Crystal Balls and CAPE
When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As…
Investing, Not Gambling
As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show. The recent market volatility has me thinking about Kramer’s battle with gambling…
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We break down some of the most important questions we are asked on a regular basis.