Finance
Index Funds – What’s Inside & Why You Need to Know
I often tell people that I think using index funds to construct your portfolio is a very solid approach. However, it is NOT without some costs and trade-offs.
Read MoreMarkets – So You Think You Are Smarter Than the Rest of the World?
Are you interested in finding out how to ignore the market while investing very wisely in the market?
Read MoreSocially Responsible Investing: Doing Well While Doing Good
While there are certainly those CEOs that act irresponsibly, there are many who lead organizations down socially responsible paths. To date, there has been quite some success in weighting socially responsible companies more highly to build portfolios that mirror the performance of the broader market.
Read MoreQuarterly Market Review – First Quarter 2018
While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace. With that in mind, we publish a brief market update each quarter. Here you will find updates for the first quarter of 2018.
Read MoreWhy Paying Attention to Interest Rates is Pointless for Investors
I am 99.9% certain that there are other financial advisors who will see this title and think I am absolutely nuts. They will opine, “Of course interest rates are important!”. Yeah, they are wrong. At least when it comes to using interest rates as a predictor on investment returns.
Read MoreHow to Evaluate Investment Models (& Why Perfection is Not Realistic)
No More Chasing Returns–Why I am a Global Investor
If you look at the numbers, US equities have done incredibly well over the past decade. Comparatively, international developed equities have NOT done nearly as well. As a result, you will see many in the financial services space over-weighting (compared to their historical holdings) the US equities.
Read MoreOne Commonsense Insight That Can Improve Your Investment Returns
Approach investing by using theories that are backed up by the data AND have a good common-sense/intuitive explanation. One theory that has both is this: Invest in companies that have a track record of producing profitable results.
Read MoreAre You Using Your Head When It Comes to Investing?
When it comes to investing, we often struggle with using our mind versus our heart/emotions. The result is often catastrophic when we fall into this trap. To be effective investors, we need to do two things.
Read MoreTo Bit or Not to Bit – What Should Investors Make of Bitcoin Mania?
Bitcoin has been established as a new currency. And I freely concede that you can use it to conduct commerce at this point in time. However, I am unconvinced that it will be viable in the long term. Furthermore, the volatility associated with it is mind boggling.
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