Category: Stocks

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...

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...

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...

Bundle Up? Not When It Comes To Financial Services

For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...

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...

A Fun Article About How to Invest Your Lottery Winnings

In case you were one of the lucky few who won last week’s $577 million Powerball lottery, you can find our recommendations on how to...