How many times have you checked the news only to triumphantly proclaim, “I knew that was going to happen!” You might feel perceptive, but there are few predictable outcomes when it comes to the stock market. What’s a responsible investor to do? Click here to find out how to tailor a well-diversified portfolio in order… Read more »
Posts Categorized: Investor Behavior
It’s OK to Be Emotional About Your Portfolio
The textbooks may be wrong. Investors are not often rational creatures and won’t always be comfortable with the “perfect” investment plan. Perhaps some favor only domestic stocks even though having a globally-diversified portfolio can be more economically advantageous. New research explores how some investment decisions ruled by our “wants” rather than what’s considered good for… Read more »
The Perils of Trying to Avoid the Worst Days in the Stock Market
Even if you somehow missed some of the worst days in the stock market, you would inevitably also miss the best days. Both are completely unpredictable — though they often occur close to each other. This is why the wisest plan is to stick to your long-term goals and not worry about when to be… Read more »
When to Take Social Security
Social Security puts every investor in a unique situation. There are some very compelling reasons to delay taking Social Security until age 65. Click the image to read the article, and feel free to contact me about your investment strategy.
This Academic Concept Could Improve Your Investment Decisions
Understanding why we make certain decisions can help us make more informed choices that may lead us down a better — and more rational — investing path.
Latte Factor Calcuator
Minor expenses (such as that $5 a day coffee habit) can cost you thousands over a 10 year period. After putting your expenses into this helpful calculator, you’ll never look at your Starbucks trips the same way again.
Lifestyle Creep
Finally enjoying that well-deserved raise or bonus? One of the biggest threats to our financial security is living beyond our means. How can we stay focused on achieving our financials goals? The next article provides insight on maintaining measured spending despite temptations to upgrade your lifestyle and smart ways to put extra money to work for you…. Read more »
Would You Like to be an Even Smarter Investor?
Fear, regret and over exuberance are just a few of even the smartest investor’s enemies. One surprising way to be an even smarter investor is to get in touch with your feelings. This article by Dr. Meir Statman, an expert in behavioral finance (who we have the pleasure of working with), can give insight into… Read more »