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Financial + Investment + Retirement Blog

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Getting to the Point of a Point

News headlines are often written to grab attention. A headline publicizing a 500-point move in the Dow may trigger an emotional response and, depending on the direction, sound either exciting or ominous enough to warrant reading the article. However, after digging further, we can see that the insights of such headlines offer limited information.

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Déjà Vu All Over Again

Fashionable investment approaches will come and go, but investors should remember that a long-term, disciplined investment approach based on robust research and implementation may be the most reliable path to success in the global capital markets.

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A Question of Equilibrium

"Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is buying if so many people are selling?

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The Tao of Wealth Management

Insights from financial science suggest you should direct your investment efforts to the things you can control. These include taking account of your own preferences and sensitivities when choosing investment strategies, diversifying your allocation to moderate the ups and downs, being mindful of the impact of fees, and exercising discipline when emotions threaten to blow you off course.

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What's the Impact of Inflation?

Inflation is an important consideration for many long-term investors. By combining the right mix of growth and risk management assets, investors may be able to blunt the effects of inflation and grow their wealth over time.

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Gaining Perspective on Unsettling Markets

A key part of a good long-term investment experience is being able to stay with an evidence-based investment philosophy, even during unsettled times. A strategic, transparent investment approach backed by decades of academic research is the answer to being prepared to face uncertainty and that approach has historically captured the long-term returns of capital markets most effectively.

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Insight on Recent Market Volatility

Double digit declines are common and don’t usually mean a loss for the year. The average peak-to-trough pullback in a year is -13.8%. Thus far in 2018, global stocks are in 'correction' mode and down -10% from their peak.

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