The Biggest Risk to Investors Remaining in 2020?
Category: Investing
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Georgia, Political Majorities, & Markets
Category: Investing
Unprecedented! That word had been used ad nauseam in 2020.
My Favorite Blog Posts and Podcast Episodes from 2020
Category: Investing
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.
Do Small Company Stocks Like New Presidents?
Category: Investing
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?
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
Category: Investing
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.
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Category: Investing
Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
Are You Afraid of (Market) Heights?
Category: Investing
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
What’s Your Best Buy: Firm Foundation or Castle In the Air?
Category: Investing
If an investor could discover the true worth of a company, a piece of real estate or even an idea, where “true worth” equated to the future value or price that others would pay, success would be almost certain to follow. Those opportunities that were priced significantly lower than the future value would be automatic buys. The one’s with higher prices today than the future price would be ones to avoid. If only it were that simple!
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
Category: Investing
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
Three Categories of Risk for Retirement Income
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.
Can Your Lifeboat Stay Afloat
Category: Investing
Timing Isn’t Everything
Category: Investing
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
An Executive’s Financial Guide
Category: Financial Planning » Estate & Transfer Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
Identify Your Why
Category: Investing
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing
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.
10 Mistakes Investors Make Without Advisors
Category: Investing
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.
Investments Are Long-Term; Brackets Are Short-Term.
Category: Investing
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.
Minor Decisions, Major Effect
Category: Investing
Do You Have an All-Weather Portfolio?
Category: Investing
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.
More Than Just the Turkey
Category: Investing
In both meals and investments, balance is key. A diversified portfolio can weather market fluctuations just as a well planned Thanksgiving dinner can satisfy almost everyone’s appetite.