Baseball and Investing: Managing Behavior for Success
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.
Brock Purdy and the Importance of Inconsequential Decisions
Category: Financial Planning
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...
Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.
Nervous About the Market? Maybe You Need a Lifeboat.
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.
What to Do & What Not to Do in Response to Russia-Ukraine War
Pictures and video coming from Ukraine are difficult to watch. As humans, we may be angered and ask, “How can I help?” In investing, typically the best thing to do in the moments when we are most tempted to do “something,” is simply to sit still.
Sequence of Return Risk
Category: Financial Planning
The first few years of market return during your retirement, could have a large impact on your portfolio and lifestyle. Ross Polking dives into the Sequence of Return Risk and why you should be aware of it.
What a Difference a Year Makes
On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone.
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.