InSight

Tag: Portfolio Management

Investment Bias: Endowment Effect

This is the belief that you own a “winner” and you will keep that winner for reasons that aren’t justified by the return. Owning companies is fun, and investors like to celebrate their victory over the market by stashing great

View More »

Investment Bias: Loss Aversion

Loss aversion is the tendency for people to strongly prefer avoiding losses at the detriment to obtaining gains. This puts an unnecessary fear on an investment not supported by the risk prima. This might be one of the most common

View More »
Dental Investor
Articles
Kevin Taylor

You Earned Your DDS/DMD, but Are You a Dental Investor?

Taking the time to build your education and skill is important regardless what profession you are in. Of course, some of these take more outlay than others. Becoming specialized in a field is something dentists understand well. Financial advisors are

View More »
Articles
Kevin Taylor

Not just outperformance, the right performance

We are a firm that believes the majority of a client’s ability to generate wealth happens from decisions made outside of their investment portfolio. However, we take our role as active managers seriously and have developed a fundamentals driven process

View More »
tax planning
Articles
Kevin Taylor

Year-End Tax Planning Under the Biden Administration

A lack of political clarity means not knowing whether Democrats can push their legislative agenda faster. If Democrats gain control of the US Senate, Republicans won’t have the control to force legislation gridlock. Therefore, without this crucial information year end

View More »
Articles
Kevin Taylor

Obituary: the 60/40 Portfolio

The 60/40 portfolio was born in 1952 in Chicago, IL to Harry Markowitz. It received widespread adoption in the investment community and Nobel Prize accolades. The practice of balancing the correlation between stocks and bonds has died; on March 23rd,

View More »

Pin It on Pinterest