emotional investing

Leave Your Emotions at the Door When Investing

Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success. Instead, investments should be evaluated on their merit. Here are…

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1]…

Déjà Vu All Over Again

Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and…

What If I Lose It All?

The transition to retirement can be an exciting time.  Shifting to additional leisure and time for the things you enjoy is a positive change for many.  But it can also be quite scary.  Now more than ever, retirees are reliant…

Our 2019 Investment Outlook, Ep #78

A common question I receive is now a good time to invest?  Or what should I invest in?  I don’t have a crystal ball so I can’t time the markets (quick tip:  no one else does!).  That said, over the…

Why Should You Diversify?

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify? With US stocks outperforming non-US stocks in recent years, some investors…

Crystal Balls and CAPE

When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As noted in ‘Why have US stocks performed so well?’ and…

Investing, Not Gambling

As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show.  The recent market volatility has me thinking about Kramer’s battle with gambling addiction. The attached clip shows Kramer’s exaggerated reactions to his…

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