Portfolio Allocations Matter
If the events of 2022 and 2023 haven’t conveyed that portfolio allocations matter to investors, it’s challenging to imagine what kind of investment landscape would drive that message home. It’s incredible to think that we’re already entering the fourth quarter of 2023! Before we know it, hurricane season will be behind us, and snow will […]
Striving for Better Performance
In striving for better performance, I often like to take a step back from the daily headlines to get a macro view of where we are and how far we’ve come year-to-date. As we enter the month of May, let’s check the pulse of the broad market indices as of 4.29.22 (source): Dow Jones Industrial Average: […]
5 Real Things + Bonus Offer you can do Right Now to Address the Coronavirus and your Investment Account.
Here’s 5 Real Things + Bonus Offer you can do Right Now to Address the Coronavirus and your Investment Account. As the country continues its best efforts to slow the spread of the coronavirus, it seems that everywhere you turn, you cannot help but run into some article, podcast, Facebook post, television special or Tweet […]
Reliance on an Investment Philosophy
“The important thing about an Investment Philosophy is that you have one you can stick with.” – David Booth, Founder and Executive Chairman of Dimensional Fund Advisors Last week markets continued their slide as investors fled equities for safer-haven assets like U.S. Treasury Bonds. The buying pressure of US Treasuries caused the interest rates on […]
Investment Fads
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment fads and opportunities. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity […]