As we have written in the past , the future is uncertain. Armed with this knowledge, hopefully, we can make the big and small daily decisions to move forward. We do this regardless of the endeavor.
Market volatility is discomforting. No matter how much you prepare for it, it is never easy. The same discomfort investors thought they were once willing to withstand now seems unbearable. The discomfort starts to penetrate the “invest for long term” fortress investors had built. The feelings of “this time is different” come rushing forward. Panic…
“Think of the markets’ force as a raging river. Any experienced rafting guide will tell you not to fight the rapids. You’re better off charting your course, adapting incrementally and not oversteering.” -David Booth Recession Investing for Long-Term Investors Investing for the long-term requires ignoring short-term noise. Part of that noise is the inundation of…
“A genius is the man who can do the average thing when everyone else around him is losing his mind.” - Napoleon Solution to Minimizing Future Regret: Asset Allocation Market prices continue to be volatile. Every day seems like a big news day. Every day seems to have big price movements. Because of the volatility,…
Next step courage: Ability to not feel pressure of trying to complete the entire journey. It’s for a few seconds finding courage to overcome self-doubt before taking the next step. – Shane Parrish Market Price Movements Turbulence can be annoying. When it happens unexpectedly, even more so. The airline industry knows this well. There is…
This is the question that is on everyone’s mind. For savers and borrowers alike, interest rates are a key topic of discussion and a central ingredient of the economy. Should borrowers try and lock-in the loan at today’s rates? Should investors buy that bond at today’s rate? Before we get into more detail about interest…
First off, the idea that we can spend time discussing portfolio performance in a time when human lives are at stake is a fortunate position to be in. Lives will not only be lost, but many more lives will be changed forever. We are thankful for our safety, but also aware that many are not…
The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.
One way advisors can add value to your bottom line is by helping you to minimize your tax bill. It's referred to as tax efficiency. There are two main ways that advisors can help with tax efficiency:
"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so."-Mark Twain
