Blog
What Feels Natural Is Often The Opposite of Successful Investing Behavior
In investing, what feels natural can often steer us very much in the wrong direction. Follow your emotions and follow the crowd, and typically you'll be led to perform the...
Patience Pays Off for Long-Term Investors
In October, we saw a global pullback in the stock market. This prompted a flurry of media hype that spooked many investors. Flooded with headlines touting things like...
Traditional vs Roth IRA
As you prepare for retirement, understanding the difference between a traditional vs Roth IRA will help you make the most of your wealth. So what is a Roth IRA, and why do...
The Surprising Key To Successful Long Term Investing
Here's an investing riddle: two investors start investing with the same portfolio and the same time horizon of twenty years. One investor reads market news constantly and...
Market Fluctuations: The Best Reaction Might Be No Action
The best tools for success in investing are: a sound strategy that fits your financial situation and your long-term goals; a diversified portfolio of global equities, fixed...
Investing Over Time: Your Strongest Asset
Strategic investing means taking on an appropriate amount of smart risk within a well-diversified portfolio of stocks, bonds, and commodities. A wise investor takes an...
Strategic Investing, Despite the Hype
Often, investors allow emotion to overwhelm logic, which drives irrational investing behavior. Certain investments may rapidly climb higher and higher, with a momentum that...
Investing for Long-term Growth
Too many investors allow their emotions to overwhelm their logic, driving irrational investing behavior. Certain investments may rapidly climb up and up, a momentum that is...
Investing for Retirement – Where to Begin
I investing for retirement with my 401(k), but I want to do more. What else can I do to make sure my assets are best positioned to work for me? Knowing that you want to get...
First Steps
The vast majority of us aren't taught what do with our money after we make it--besides spend it, of course! To complicate matters, the media bombards us with high-level...
Take Charge of Your Financial Life
In today's perpetually plugged-in world, the constant whirlwind of information can easily be overwhelming. This principle certainly holds true in the world of investing and...
Investing 101: The Investment Policy Statement
As an investor, you need to be sure that you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues.
Every investor should have an Investment Policy Statement…