Blog Series
How to Play the Election of 2024
How to Play the Election of 2024 Recently, the financial media has been talking about how investors can play the presidential election. There have been several articles and opinion pieces about what changes to make to a portfolio if Trump or Harris wins. In that spirit, let’s look at how you can play the election…
Read More
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…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read MoreMarch 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.…
Read More
Are We Due for a Change?
Are We Due for a Change? In January the stock market, despite years of high interest rates and recession concerns, hit a new all-time high. This was largely driven by strong corporate earnings, a robust job market, and improving consumer sentiment. Whenever the market is on a long winning streak or even hits new highs,…
Read More
Succeeding at Self-Control
Succeeding at Self-Control Self-control is an important characteristic to develop that can help us in all aspects of our lives from biting our tongue, to passing on the sweet treat, to accomplishing our New Year’s resolutions. But it isn’t easy! In fact, it can be downright painful, especially when trying to control some urge. It’s…
Read More
Who Would Have Thought
Who Would Have Thought One of the best things about a year coming to an end is to look back and identify key lessons that we can use to improve our decision-making going forward. This is especially true in the investment realm. 2023 – Lots of Bad News Late in 2022, market and economic experts…
Read More