Enhance Today | Enrich Tomorrow
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…
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…
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…
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…
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…
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…
If you’ve paid any attention to financial news recently, then you didn’t have to look far, as stock market noise was at a crescendo. Media headlines were filled with phrases like: epic turmoil, getting crushed and no place to hide….
From 1928–2017 the value premium, the return difference between stocks with low relative prices (value) and stocks with high relative prices (growth), in the US had a positive annualized return of approximately 3.5%.[2] In seven of the last 10 calendar…
It’s easy to stick with investments that are leaving all other assets in the dust. In fact, logic tells us because they’re performing so well, we should buy more. While we’re at it, shouldn’t we dump the lousy performers…
Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to act in ways that are counterproductive to your financial success….
