Asset Allocation is how we discuss the percent of assets in one of the four main asset classes. It is the balance of risk and reward and is the most reliable leading indicator of the intermediate and long term trajectory
There is no secret sauce, working with the right planner gets you to focus on what is important to you, and pairing that with investments that accomplish that goal. For most, the stock market is a marriage of two key
This question is very broad, so the answer is likely also very broad. But here are 5 things you can do right now to get started investing in the right way. Timeline – how long can you stay invested for
So bonds are in a rough spot right now to invest in. In addition, there are several historical rules I’ve encountered when discussing bonds with clients. Some examples are: Having a percentage of bonds equal to your age, so something
We have an agreement, which means we can begin to criticize it and plan for the investment and economic effects. The bill is a litany of half measures, no long term solutions, and likely sets up a couple of battles
If you don’t recall the most famous reindeer of all, Rudolph, the Montgomery Ward creation possesses the special characteristic to guide Santa’s sleigh among a fog that would have otherwise canceled Christmas. Like Rudolph’s nose, I’m going to highlight a
Framing effect is the use of language to frame a question in a positive or negative way. Stating the same question with the right spin allows the inquirer to impart some direction on the inquired. A great example of this:
It’s no secret that investors tend to chase investment performance, in fact most mutual funds and investment companies count on it. Flows into mutual funds are highly correlated to the funds performance in the prior four quarters. Thus, investors piling
Illusion of Control is the deeply held belief that we can control the otherwise uncontrollable. It is the same behavior that a person shooting dice might exhibit. They will throw it harder, blow on the dice, hand them to a
Mental accounting occurs when a person views various sources of money as being different from others. This looks different for different people, but a few examples are money earned at a job may be viewed differently than money from an
Unfortunately stocks aren’t basic, and they are the single most important and predictable way to expand your net worth. So here is our take: We are fundamental investors, we believe that to determine the value of something you have to
Today is the last day that Tesla will not be part of the S&P. S&P Dow Jones Indices has announced Tesla’s addition Friday after the market close. Tesla will officially trade as a member of the S&P 500 by the
