Financial Planning
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 MoreWhy the Media is So Negative
Why the Media is So Negative Have you noticed that the media tends to have a negative bias to the things they report? Every now and then there is a positive story, but it appears that the vast majority of headlines and stories are negative in nature. There is a reason for this. The Media’s…
Read MoreBeware 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…
Read MoreWhat 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 MoreElections 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…
Read MoreCelebrating 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.…
Read MorePracticing 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 MoreLearning 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 MoreUncertainty, 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 MoreWhat 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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