There is always a reason to sell. It’s official, the SP500 is now in bear market territory. Just like last time, and the time before, and the time before that. What’s driving this? The stubbornly high inflation and the aggressive response for the Federal reserve to...
What happens when the TORTOISE and the HARE both run out of gas? Perspectives on Today’s Bond market and the classic 60/40 portfolio The current market environment is still challenging. Isn’t it irritating how financial advisors describe a tanking market as...
Beating Recency Bias What winter weather, high gas prices and Matthew Stafford can teach us about intelligent investing. If you live in Michigan, you’re probably familiar with the following scenario. Let’s imagine we have a winter where we suffer through record...
Our brain is to blame. Why your advisor is a BFA. You may notice at the end of our business cards a three-letter designation, BFA. While we greatly appreciate jazz and modernist painters in our office, it certainly does not refer to a ‘bachelor of fine arts.’...
Russia invasion. What to do next. A plan is only useful if it can survive reality. And a future filled with unknowns is everyone’s reality — The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel Friends, I woke up yesterday morning...
Knowing when to hold them and when to fold them. According to the iconic Kenny Rogers song, the key to gambling is knowing when to hold’em and when to fold’em. When to stay the course, and when to make a change. I hear this song in my head each time stock market goes...
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* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.
