Category: S&P 500

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?...

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...