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.
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.
Stay diversified, and stay the course. That’s good advice for both runners and investors.
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.
Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
“Past performance is not indicative of future results.” Most people think of investing when they hear or read the sentence above, the ultimate statement of caution. What do you think of this statement when it comes to baseball?
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
As this year exemplifies, stock markets have the tendency to do things we would never expect.
This year has reminded us of the many important roles that fixed income can play in portfolios.
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?
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.
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
