Chart of the Month – Oct 2023
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
Chart of the Month – Dec 2022
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
Bad News
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
Celebrating Saying Goodbye Day
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
$1 Trillion!
Good News About Portfolio Costs from DFA
Stock Markets Are Positive This Year?
As this year exemplifies, stock markets have the tendency to do things we would never expect.
What This Year Reminds Us About Fixed Income
This year has reminded us of the many important roles that fixed income can play in portfolios.
Fantasy Football and Financial Planning: What is your strategy?
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.
“Sportsified” Diversification
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.
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.
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.
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.
Keep Three Buckets in Your Retirement Boat
Do Simple Better
High Profit vs Low Profit: The Returns Are In!
5 Investor Lessons Courtesy of COVID-19
2020 is a year we’ll all remember though in many ways we want to forget it.