Posts Tagged ‘fee-only’
Quarterly Market Review – Third Quarter 2018
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2018.
Read MoreQuarterly Market Review – Second Quarter 2018
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2018.
Read More9 Key Questions for the Long-Term Investor
Often times individuals approach me about my “thoughts on the market.” Rarely do I provide them with the “silver bullet” that they are looking for when they ask. That’s because, in my opinion, there is no such thing. There are, however, some key questions that I believe all investors should ask. Nine such questions are:…
Read MoreFinancial Pornography – Why Your TV is Bad for You
2018 has started out super volatile. And the press is bringing up memories of 2000 as well as 2008-2009. They are asking us to “remember” these bad times and offering that we may be in line for something similar in the not too distant future. Two thoughts on this: Maybe. And “So What?” Markets will…
Read MoreThe Sky is Not Falling! – Avoiding Chicken Little Behavior in Investing
The first four months of 2018 have been very volatile when it comes to investing. That has brought some folks to the forefront who are suggesting that the market is dangerous, and that you need to get out of it to avoid future losses. Basically, the argument goes that near-term volatility is a good surrogate…
Read MoreIndex 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.
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