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.
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.
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?
ESG Investing. What Does It Mean to be a Responsible Investor?
Category: Investing » Diversification
ESG investing is growing in popularity and public interest. The values being expressed through ESG related portfolio decisions are as diverse as the universe of investors participating in global markets today.
Cloudy Markets Still Have a Silver (Tax) Lining
Category: Investing » Diversification
During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting
Do Simple Better
Category: Investing » Diversification
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.
10 Mistakes Investors Make Without Advisors
Category: Investing » Diversification
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.
Cloudy Markets Still Have a Silver (Tax) Lining
Category: Investing » Diversification
During negative market cycles, there are some planning and investment strategies that might strengthen your financial plans. One such opportunity is tax-loss harvesting
Do Simple Better
Category: Investing » Diversification
A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.
10 Mistakes Investors Make Without Advisors
Category: Investing » Diversification
Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.
$1 Trillion!
Category: Investing » Diversification
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
Selecting the Best Ingredients for Your Portfolio
Category: Investing » Diversification
In this third piece of our series on building a better portfolio by thinking of it in terms of tastes, recipes, and ingredients, we’ll focus on the benefits of selecting better ingredients.
Satisfying Your Tastes and Preferences for Investing and Dining
Category: Investing » Diversification
If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?
Timing Isn’t Everything
Category: Investing » Diversification
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
Do You Have an All-Weather Portfolio?
Category: Investing » Diversification
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
A Pie of Different Flavors
Category: Investing » Diversification
Cinderella’s Castle
Category: Investing » Diversification