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For Better Investment Results, Rely on the Evidence
Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing...
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Traditional Versus Roth Contributions: What to Consider – PART 1
Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until...
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Traditional versus Roth contributions: What to consider – PART 2
See Part 1 of this blog post here.[PR1] What’s best for me? When determining which contribution is a better fit for you, understand that there is no single right answer for everyone. The contribution...
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What is the Backbone of an Evidence-Based Portfolio?
An accumulation of studies since the 1950’s has identified three risk factors that form the backbone of an evidence-based portfolio. They are: The Equity Premium – The additional return investors...
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Exploring the Human Factor
Despite everything we know about efficient capital markets and all the solid evidence available to guide our rational decisions … we’re still human. We’ve got things going on in our heads that have...
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Take This First Step to a Better Investment Experience: Give Up
What is one of the best first steps you can take to becoming a better investor? Embrace the power of market pricing. Me and You Against the World If you look at all the stock trades placed by all of...
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The Three Most Dangerous Words in Investing: “We All Know …”
In my 30-plus years of experience in investment management, the three most dangerous words I hear are those found in observations that begin with, “We all know…” We all know … that stocks are...
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Estate Planning Checklist
Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate...
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How to Prevent Scams on Seniors
Financial scams targeting seniors have become so prevalent that they are now considered by some to be the “crime of the century.” The below article by Marlo Sollitto of Agingcare.com does an excellent...
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Does Diversification Still Make Sense?
After a year like 2014 when one asset class (S&P 500) outperformed almost every other, investors naturally ask themselves whether broad global diversification still make sense. The simple...
View ArticleClik here to view.
For Better Investment Results, Rely on the Evidence
Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing...
View ArticleClik here to view.
Traditional Versus Roth Contributions: What to Consider – PART 1
Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until...
View ArticleClik here to view.
Traditional versus Roth contributions: What to consider – PART 2
See Part 1 of this blog post here.[PR1] What’s best for me? When determining which contribution is a better fit for you, understand that there is no single right answer for everyone. The contribution...
View ArticleClik here to view.
What is the Backbone of an Evidence-Based Portfolio?
An accumulation of studies since the 1950’s has identified three risk factors that form the backbone of an evidence-based portfolio. They are: The Equity Premium – The additional return investors...
View ArticleClik here to view.
Exploring the Human Factor
Despite everything we know about efficient capital markets and all the solid evidence available to guide our rational decisions … we’re still human. We’ve got things going on in our heads that have...
View ArticleClik here to view.
Take This First Step to a Better Investment Experience: Give Up
What is one of the best first steps you can take to becoming a better investor? Embrace the power of market pricing. Me and You Against the World If you look at all the stock trades placed by all of...
View ArticleClik here to view.
The Three Most Dangerous Words in Investing: “We All Know …”
In my 30-plus years of experience in investment management, the three most dangerous words I hear are those found in observations that begin with, “We all know…” We all know … that stocks are...
View Article