Investment management
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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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…
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.…
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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,…
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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…
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How Your 401(k) Is Like An Oven
How Your 401(k) Is Like An Oven Are you frustrated with your 401(k) account? Is Your 401(k) a Scam? Do you think that your 401(k) is a scam or just doesn’t work? Realize that perhaps it’s not the 401(k) account’s fault! It’s Like Baking A Cake Your 401(k) account is akin to an oven when…
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