Concentration Can Be a Killer
Diversification: Preparing for the Next Surprise
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?
Do Small Company Stocks Like New Presidents?
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?
DraftKings Knows More About You Than You Know About You
For 12 seconds, consider what a company knows about you and their own profitability if they are willing to offer you a $500 risk-free bet to get started. That’s what DraftKings just promised me in a commercial. Sounds awesome, doesn’t it? OK, the 12 seconds are up. What did you come up with?
Elections and Your Money
Elections and Your Money Q&A
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
February 22, 2021 Financial Perspectives
February 8, 2021 Financial Perspectives
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
Good News About Portfolio Costs from DFA
How Elections Affect the Market
How the “Little Guy” Really Wins in the Market
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
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.
How to Construct a Good Investment Policy Statement
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)
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.
Investors Must Be Present to Win
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.
Is Fear the Only Thing to Fear? | Financial Perspectives
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.
January 25, 2021 Financial Perspectives
January 29, 2021 Financial Perspectives
July 13, 2020 Financial Perspectives
3:49 - Recent Market News & 2020 First Half Markets
6:40 - Headline Risks
12:04 - Know the Sources of Headline Risk
13:53 - Resist Investment Action Based on Headline Risk
15:04 - Develop a Checklist for Headline Risk