Blog Series
The Challenge of Selling
The Challenge of Selling Selling an investment is something that investors ponder from time to time. The challenge of selling, whether that investment is an individual stock, a mutual fund, or an index fund, is that investors are left with the question of what to do with the proceeds? No matter the reason for selling,…
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A Dependable Forecast for 2022
Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brain craves some sort of idea of what the future holds. But the markets are unpredictable – evidenced by the fact that no one can consistently predict them with accuracy. Of course, a certain forecast will be right from time…
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Tis the Season of Forecasts
Tis the Season of Forecasts Every December we get inundated with investment forecasts for the following year. These forecasts range from expected GDP and interest rates to stock market performance. Our Attraction to Forecasts We are naturally attracted to forecasts because they purport to tell us what is going to happen, and they often are…
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The Wisdom of Ignorance
The Wisdom of Ignorance It may seem like a misnomer to discuss the wisdom of being ignorant. Ignorance, defined as a lack of knowledge or information, is not generally viewed as a positive attribute. But it is absolutely essential for our individual success – both financial and psychological. I am ignorant to how cell phones…
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Thinking of Paying Off Your Mortgage?
Thinking of Paying Off Your Mortgage? Are you thinking of paying off your mortgage? What could be wrong with paying off your mortgage? Watch This Video to Think Through a Couple Items Whether you are trying to retire early or simply have your mortgage paid off by retirement in your 50s or 60s, you need…
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Climbing a Wall of Worry
Climbing a Wall of Worry It is often said that stock markets climb a wall of worry. This makes sense, since historically the market has gone up BUT there always seems to be something to worry about. 2021 is no exception. Year-to-date (through September), the S&P 500 is up about 15%. Strong stock performance has…
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Creating a Virtuous Cycle
Creating a Virtuous Cycle There are many concerns today that can significantly affect our thoughts, actions and quality of life. Fires out west. A devastating hurricane in the south. Afghanistan. COVID. The list could go on and on. There are many things that are beyond our control in life. However, we can choose to focus…
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The Virtue of Slowing Down
The Virtue of Slowing Down Today we are considering the virtue of slowing down. Time is an interesting dimension. It is a fixed measurement, yet our perception of time varies greatly depending on what we are doing. Longest 8 Seconds It has been said that the longest eight seconds in life is riding a bull.…
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Learning From Investment Fads
As we are midway through the year, it can be a good idea to take stock of what happened so far, and what we can learn from the investment fads so far this year. Looking back is an important activity as we seek to progress. It’s not about beating ourselves up for mistakes or feeding our…
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Don’t Worry, Be Happy
These days it seems there is so much to worry about. The media is replete with news of shootings, civil unrest and the global pandemic. Financially, there are concerns about inflation, taxes and deficits. Life, with all its trials and uncertainty, provides ample opportunities to worry. If we aren’t careful, we could be consumed with…
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