Beware of Complacency Creep

Beware of Complacency Creep Complacency is defined as a quiet pleasure or security, often while unaware of some potential danger. While complacency is not an attribute that often affects investors, after a prolonged period of good returns with little volatility, it can creep in – catching investors off guard. The Serenity of 2024 In the…

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What If You Knew

What If You Knew? What if you had a friend who secured a DeLorean and traveled ahead five years to learn about and profit from the future? Upon his return, you asked him about the stock market so you could make the best decisions for your investments. He said, “Oh, it was rough. In the…

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Elections and Market Outcomes

Elections and Market Outcomes Well, election season has started with the first presidential debate under our belt. This is the earliest we have ever held a presidential debate, which will extend election season and perhaps amplify our opinions and feelings. As a politically divided nation with so much at stake, we can expect a lot…

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Celebrating the Freedom to Invest Well

Celebrating the Freedom to Invest Well I am so grateful to live in a free nation. I am so grateful for the freedom and right to pursue happiness, as established in the Declaration of Independence. Thanks be to many unselfish individuals that sacrificed much, even their own lives, so we can enjoy these freedoms today.…

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Practicing Strategic Omission

Make this a Great Summer by Practicing Strategic Omission As summer comes upon us, many people take time off work, travel, and spend time with family and loved ones. The summer provides many opportunities for us to make memories – memories that can last a lifetime and provide years of joy. But life is complex.…

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Learning from the Global Financial Crisis

Learning from the Global Financial Crisis About 15 years ago the markets began to recover from the most severe economic crisis since the Great Depression. The Global Financial Crisis resulted in many jobs lost, stock markets losing half their value, and the personal and psychological toll was significant. The GFC was the greatest test of…

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Uncertainty, Outcomes & Our Decisions

Uncertainty, Outcomes & Our Decisions The brain has a lot of gray matter but hates gray areas. As a planning machine, the brain needs information that is certain so it can figure out the best course of action. And when we don’t get certain information, we get agitated. Perhaps you have said, “I don’t care…

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What Investors Can Learn from Athletes

What Investors Can Learn from Athletes Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want to be good you don’t really have a lot of choices.” He was referring to the choice to either be disciplined or not to a specific process that would lead to success. No one…

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You Don’t Invest To Get Rich

You Don’t Invest To Get Rich “You don’t invest to get rich. You invest to preserve and grow wealth.” – Aswath Damodaran How do you define wealth? How do you define being wealthy? If you don’t invest to “get rich”, then how are you supposed to become wealthy in the first place? Defining Wealth Enjoy…

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March Madness – Stock Market Edition

March Madness – Stock Market Edition As we prepare for basketball’s march madness tournament, it is a good time to reflect on how maddening the stock market can be. What causes the madness of the markets? Many things, but one of the greatest frustrations to investors is the significant fluctuations in asset prices, or volatility.…

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