What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.
As the NCAA tournament wraps up, many sports fans are reflecting on their brackets, winning their office pools, and bragging rights with friends. Similarly, others focus on their investments and trying to predict which stocks will perform the best. We may think of these as two separate worlds, but there are numerous similarities between the two.
For weeks, the major indices had been declining but in mid-March, we saw a very abrupt reversal. I’m often reminded of the familiar saying “Investors must be present to win.” In other words, the price (or cost) of admission to the investment experience is market volatility.
Anytime there is something new that gets a lot of media attention, investors should ask themselves, "Is this an opportunity for me or a distraction for what really matters?" This week, Kent Kramer introduces the first of five investment principles for purposeful investors.
Fear can grab us and demand a response, such that fear itself can become the real danger. This week, Kent Kramer explores how fear and bad news can impact investing and some simple steps you could consider to avoid emotional investing.
A popular question investors often ask is whether NOW is a good time to invest. This week, Kent Kramer talks about what is happening in markets now, and in the past, and what investors may want to know.
There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
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.
