Category: Markets
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...
Cash Reserve in Retirement
Do you keep a spare tire in your car? You hope you will never have to use it, but it is good to know it...
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...
Inflation and Retirement
Inflation – even minor inflation – reduces purchasing power over time. Like the famed economist Milton Friedman once said, it’s the hidden tax that creeps...
Sequence of Returns Risk
When buying a home, you probably know many potential risks, such as the risk your home will go down in value over time or the...
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...
Objective Investment Advice You Can Use
As you probably saw last week, global stock markets dropped sharply in value. There are a number of factors contributing to these recent declines including...
Should You Follow Market Forecasters?
USA Today recently published an interesting article titled “How bad are Wall Street forecasts? Really bad.” The article reviews why you are probably better off...
S&P Downgrade
Lessons of Lower Ratings Regarding S&P’s decision to downgrade the U.S. credit rating, the Wall Street Journal’s article Lessons of Lower Ratings provides an historical...
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