Finance
Brexit – 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”
Read MoreBruce Lee – Expert Financial Planner
Don’t be the fool that practices 10,000 different investment strategies. Develop a solid IPS and stick with it through thick and thin
Read MoreWhy Emotions Cause Investors to Fail
If you have spent any time doing research in to investing, you quickly discover that there is a straight forward, well proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust…
Read MoreQuarterly Market Review – Second 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 second quarter of 2015.
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