Retirement 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…
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Why 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…
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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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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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The Illusion of Investment Skill
The Illusion of Investment Skill Have you ever made an investment decision and used the immediate outcome to determine your own investment skill or lack of skill? Did you know that this is the WORST way to determine whether and investment decisions was good or bad? How Do We Judge Decisions? Well then, how do…
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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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