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Financial + Investment + Retirement Blog

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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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What Should Investors Make of Bitcoin?

Unlike stocks or bonds, it is not clear that bitcoins offer investors positive expected returns. Unlike government bonds, they don’t provide clarity about future wealth. And, unlike holding cash in fiat currencies, they don’t provide the means to plan for a wide range of near-term known expenditures. Because bitcoin does not help achieve these goals, we believe that it does not warrant a place in a portfolio designed to meet one or more of such goals.

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What's Your Return Goal? The Uncommon Average

The US stock market has delivered an average annual return of around 10%. In most years, however, the return has been above or below the average, often by a significant amount. Understanding the range of potential outcomes can help investors stay disciplined and increase the odds of a successful investment experience in the long term.

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Lessons for the Next Crisis

Predicting future events correctly, or how the market will react to future events, is a difficult exercise. It is important to understand, however, that market volatility is a part of investing. To enjoy the benefit of higher potential returns, investors must be willing to accept increased uncertainty.

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