Resources: Blog

Strange Advice From the Motley Fool

This week I came across an article on-line published by the folks at the Motley Fool.  For those of you who do not know, this company gives a lot of good sounding investment advice, but in reality they are similar to every other “traditional” financial advice provider out there.  At the end of the day you are … Continue reading Strange Advice From the Motley Fool

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Election Hysteria

The Labor Day Holiday has now concluded, and summer has reached its official end by most measures.  It’s now the final stretch for the 2016 election season.  Or at least that is what I am seeing over and over again on my internet browser headlines.  2016 seems to be a particularly charged election with alleged … Continue reading Election Hysteria

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State of the Markets Address

I thought it would be fitting to pen a “State of the Markets” address, seeing this is the day after the president’s final state of the union address. In this post, I hope to address where the markets have been, where they are now, and where they will go.   But before I do that, … Continue reading State of the Markets Address

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Breaking the Vicious Cycle

If you have been watching the markets at all this year, you know it has been a rocky start to 2016.  As I write this the S&P 500 Index is down 5.91%,  and the MSCI ACWI ex US Index is down 6.29% (an International Stock Index).  While there are several ideas I could write about, I thought … Continue reading Breaking the Vicious Cycle

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Target Date Funds, Buyer Beware

I recently came across an article in an industry publication that really, quite frankly, irritated me.  The authors of the article seemed to be lauding the recent performance of target date funds, and how wonderfully they were doing for retirement plan participants. If you are not aware of what a target date fund is, it is … Continue reading Target Date Funds, Buyer Beware

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Beware the Imitators

The other day while driving in to work I was listening to the local sports station. Every morning, as part of their advertising, they have a local business come on for a scripted interview with the business owner or sales manager– essentially a 3 minute commercial.  On this station it is usually the local Toyota … Continue reading Beware the Imitators

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Taking Stock

  This week sure has been a wild one! It has been some time since we have had this kind of volatility, so it has come as a shock to some. Let’s look at the triggering event for this volatility, and what relevance it has to long term investors. The Chinese stock market has not … Continue reading Taking Stock

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Investor Patience

Watching the Grass Grow. Watching Paint Dry. Waiting for a Pot of Water to Boil. Long Term Investing. Some things in life take a lot of patience. For many long term, diversified investors, it wasn’t too concerning that 2014 was a relatively flat year. After all, most people can understand that the market doesn’t always … Continue reading Investor Patience

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What is an Average Return?

Our July class will focus on expectations. It’s important to have realistic and rational expectations about the performance of portfolios. Without realistic expectations, investors may be easily convinced to abandon a solid long term plan after only a short period of low performance. Or, they may form too lofty of expectations after periods of very … Continue reading What is an Average Return?

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Breaking Investor Mediocraty

I wanted to give some reflection on my experiences this week as a presenter at a local financial literacy/education event.  I have been presenting in this program for several years, and year after year I do tend to see the same faces.  The audience is predominantly made up of very educated and accomplished individuals.  While … Continue reading Breaking Investor Mediocraty

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