March 9, 2020
3 Prudent Thoughts for Turbulent Markets
As investors, when the market challenges our discipline it is important that we remind ourselves of the relationship between investment risk and expected reward. The recent unfolding news highlights the…
February 10, 2020
Yields of Dreams: A Closer Look at Dividends
Income generation may be a priority for some investors, but other important investment considerations, such as diversification and flexibility, needn’t fall victim to that aim. Dividend strategies are not the…
December 12, 2019
Hindsight Is 20/20. Foresight Isn’t.
The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy makers expected to rise fell instead. Outside the US, Greece—the site of an…
November 25, 2019
Why “Safe Harbors” Can Be Risky Business
We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbor” investments such as bonds, bond funds,…
October 14, 2019
Just Keep Breathing
If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could…
June 14, 2019
What is Asset LOCATION?
You’re probably already familiar with the three most important factors in real estate: location, location, and location. Asset location is a similarly important, if less familiar best practice for keeping…
February 19, 2019
Tips for When the Markets Get Rocky
Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make…
January 15, 2019
Averages, Recency Bias, and Charles Dickens?
What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual…