Category: Investing
Is Your Portfolio Highly Correlated with the Market? – Part 1
The more closely your investment portfolio resembles the stock market, the more likely your portfolio will produce results similar to the market. In finance, this...
Target-Date Mutual Funds – What are they and should you use them?
Target-date mutual funds have gained popularity in recent years as a convenient and seemingly straightforward option for retirement investing. However, despite their appeal, there are...
Long Term Investment Truths Part 2
In Long-Term Investment Truths Part 2, we aim to highlight some of the strategic aspects long-term investors should consider. While there are several aspects to...
Long Term Investment Truths Part 1
We believe a long-term investment philosophy is key to creating and preserving wealth. While many investors claim to be “long-term” oriented, many of these self-proclaimed...
The Hidden Cost of Owning Too Many Investments – Part 2
While diversification is a crucial way to spread risk across multiple investments, over-diversification1 occurs when a portfolio owns too many investments. In this instance, there...
The Hidden Cost of Owning Too Many Investments – Part 3
As we reviewed in the two previous posts, diversification is an effective way to reduce risk. If you own too many investments, however, there can...
The Hidden Cost of Owning Too Many Investments – Part 1
Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns?...
Learning from Biases and How They Affect Our Financial Choices
“Men willingly believe what they wish.” – Julius Caesar The Roman Emperor Julius Caesar was alluding to bias, which happens when individuals process information around them...
Tuning Out the Noise from the Financial Media
Image used under license from Freestock.com When asked what to watch out for when it comes to investing, clients may expect us to tell them...
Starting a Roth IRA for a Child or Grandchild
Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You...
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