Running to Retirement
Category: Investing » Diversification
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Chart of the Month – Nov 2022
Category: Investing » Diversification
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
“60% of the Time, It Works Every Time.”
Category: Investing » Diversification
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Nervous About the Market? Maybe You Need a Lifeboat.
Category: Investing » Diversification
Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.
Happy New Year? | Financial Perspectives
Category: Investing » Diversification
Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?
My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Category: Investing » Diversification
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
An Investment Portfolio Is Like a Good Smoothie
Category: Investing » Diversification
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
June 7, 2021 Financial Perspectives
Category: Investing » Diversification
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
Category: Investing » Diversification
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
An Investment Portfolio Is Like a Good Smoothie
Category: Investing » Diversification
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
June 7, 2021 Financial Perspectives
Category: Investing » Diversification
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
Category: Investing » Diversification
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
How the “Little Guy” Really Wins in the Market
Category: Investing » Diversification
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
Taking the Long View in a Short-Term World
Category: Investing » Diversification
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
YOLO, Meme, and EMH: What’s Your Investment Style?
Category: Investing » Diversification
Guest Blogger, Marlena Lee, PhD. While it’s not the intended victim of the YOLO traders, will the efficient market hypothesis be a casualty of these events? The answer depends a lot on your definition of efficient markets.
February 22, 2021 Financial Perspectives
Category: Investing » Diversification
Every week it seems there is a new story about which investment, which “trade”, is making amazing money. Each new story brings a sense of urgency, act quickly before it’s too late. You can’t afford to miss out on this one. There are at least 3 important risks investors should pay attention to, some are urgent, some are important, some are both, some are neither.
Do Small Company Stocks Like New Presidents?
Category: Investing » Diversification
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
Stock Markets Are Positive This Year?
Category: Investing » Diversification
As this year exemplifies, stock markets have the tendency to do things we would never expect.
September 4, 2020 Financial Perspectives
Category: Investing » Diversification
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
August 11, 2020 Financial Perspectives
Category: Investing » Diversification
1:09 - News: July 27th - August 7th
4:06 - Market News: July 27th - August 7th
4:42 - Are Things Getting Better or Worse?
5:28 - What's Going on with Gold?
10:05 - How Does Foster Group View Gold?
Diversification: Preparing for the Next Surprise
Category: Investing » Diversification
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?