Finance
Quarterly Market Review – Second Quarter 2017
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 market place. With that in mind we publish a brief market update each quarter. Below you will find updates for the second quarter of 2017. Enjoy the read…
Read MoreMarket Returns During Election Years
As we get closer to the 2016 Presidential election, I’m besieged by inquiries from individuals wondering “what should I do with my investments”. The simple answer is, hopefully nothing! That ASSUMES that these individuals have developed and are implementing an investment policy statement that guides their investment decisions. While there is certainly a lot of…
Read MoreQuarterly Market Review – Third Quarter 2016
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 market place. With that in mind we publish a brief market update each quarter. Below you will find a link to the update for the third quarter of…
Read MoreBrexit – Why It Is No Big Deal
Folks, this is the same story that I’ve written about time and time again – All things in life come down to faith over fear
Read MoreQuarterly Market Review – First Quarter 2016
The first quarter of 2016 was extremely turbulent and generated a lot of noise in the press. While to many it felt painful, the end result of the quarter was NOT painful at all. Interestingly you would NOT have gotten that perspective if you paid attention to the mainstream media. While we believe that investors…
Read MoreQuarterly Market Review – Fourth Quarter 2015
With that in mind we publish a brief market update each quarter. Below you will find a link to the update for the fourth quarter of 2015.
Read MoreTargeting Dimensions of Returns
Just about everyone has their thoughts on what the “best” investment strategy is. While I don’t claim that the philosophy F5 Financial Planning uses is “the best”, I am confident that the strategy that we employ has solid foundations based on the academic research of Fama and French. Our investment strategy is based on exploiting…
Read MoreThe Rise of Short-Term Rates
Successful investors recognize that investing is a long term proposition guided by and Investment Policy Statement (IPS).
Read MoreQuarterly Market Review – Third Quarter 2015
With that in mind we publish a brief market update each quarter. Below you will find a link to the update for the third quarter of 2015.
Read MoreWhy I Could Not Care Less About the Stock Market
I write about non-financial topics and how to overcome our poor financial behaviors as THIS is the secret to “getting rich quick”
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