The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
Should I Invest in Bitcoin?
Category: Investing » Alternative Investments
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
Chart of the Month – January 2024
Category: Investing » Market History
War in Israel: Market Meltdown?
Category: Investing » Market History
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
Celebrating Saying Goodbye Day
Category: Investing » Market History
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
Baseball and Investing: Managing Behavior for Success
Category: Investing » Market History
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.
Chart of the Month – May 2023
Category: Investing » Market History
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Bad News
Category: Investing » Market History
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
Baseball and Investing: Managing Behavior for Success
Category: Investing » Market History
Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.
Chart of the Month – May 2023
Category: Investing » Market History
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Bad News
Category: Investing » Market History
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
Making the Most of a Bear Market
Category: Investing » Market History
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
Positives About the Market
Category: Investing » Market History
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Chart of the Month – Jan 2023
Category: Investing » Market History
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Chart of the Month – Dec 2022
Category: Investing » Market History
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
Chart of the Month – Nov 2022
Category: Investing » Market History
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.
Financial Risks That Are Not in the News
Category: Investing » Market History
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Market History
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Chart of the Month – Oct 2022
Category: Investing » Market History
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
Three Categories of Risk for Retirement Income
Category: Investing » Market History
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.