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Total: 37 results found.

Eight Tips for Navigating Market Downturns

Created on Monday, 02 April 2018. Posted in Content/our blog

... globally diversified to dampen the risks involved, and sensibly executed with low-cost funds managed in an evidence-based manner. What if you've not yet made these sorts of plans or established this kind ...

Is it Time to Rebalance Your Portfolio?

Created on Thursday, 01 March 2018. Posted in Content/our blog

... fund managers we typically turn to for building our portfolios are guided by these tenets of evidence-based investing. Striking a Balance in Rebalancing Rebalancing using evidence-based investment strategies ...

ABCs of Behavioral Biases: O to T

Created on Thursday, 28 December 2017. Posted in Content/our blog

... Investors who dwell on recent events risk taking their eye off the ball and undercutting their most rational, evidence-based investment decisions. Sunk Cost Fallacy The sunk cost fallacy is why many ...

ABCs of Behavioral Biases: H to O

Created on Tuesday, 28 November 2017. Posted in Content/our blog

... of market risks and rewards. Hindsight bias is undesirable because it means you're assessing your decisions based on the outcome, not whether the process was sound or not. If a high-risk investment happens ...

ABCs of Behavioral Biases: A to F

Created on Thursday, 26 October 2017. Posted in Content/our blog

... Evidence-based investing informs us, the best time to sell a holding is when it's no longer serving your ideal total portfolio, as prescribed by your investment plans. What you paid is irrelevant to that ...

The ABCs of Behavioral Biases

Created on Wednesday, 25 October 2017. Posted in Content/our blog

... in recent winners and abandoning recent losers. Favoring emotions over evidence – disregarding decades of evidence-based advice on investment best practices. What can we do about them? In this ...

Evidence-Based Investors Approach Investing Differently

Created on Monday, 31 July 2017. Posted in Content/our blog

We have a deep commitment at our firm to what is known as evidence-based investing. When it comes to helping our clients build and protect their wealth, we think data win out over intuition every single ...

Dissecting the Robo-advisor Trend: Do I Still Need a Human Advisor?

Created on Wednesday, 15 March 2017. Posted in Content/our blog

... robots. In our business, there’s been a lot of chatter about robo-advisors, which provide digital financial advice based on mathematical rules or algorithms. According to Cerulli Associates, robo-advisor ...

With Investing, the Best Recipe is to Put Politics Aside

Created on Friday, 09 September 2016. Posted in Content/our blog

... we urge you to tune out the noise and instead stick to your long-term strategy. Making decisions based on political leanings or emotional fervor can seriously threaten your financial well-being. Consider ...

How Asset Location Can Help Fatten Your Nest Egg

Created on Friday, 19 August 2016. Posted in Content/our blog

... a substantial difference in your ability to achieve your financial goals. Bear in mind that an asset location strategy should be based on each individual's long-term goals, income tax bracket and asset ...

Tools to Help You Make the Most of Your One Financial Life

Created on Monday, 13 June 2016. Posted in Content/our blog

... from your cash flow to your assets and liabilities. It tracks not just the accounts we manage, but also assets such as bank accounts and loans, all of which can be updated quickly. As a goals based tool, ...

How to Minimize Taxes in Retirement

Created on Tuesday, 17 May 2016. Posted in Content/our blog

... to do so will trigger penalties—half of the withdrawal that was required—that outweigh any other advantage. RMDs kick in at age 70 ½. They are calculated based on your life expectancy and the assets ...

Our 2016 Prediction: Market Predictions Will Err

Created on Tuesday, 19 January 2016. Posted in Content/our blog

... in Hollywood movies (think The Big Short in theaters now). The point should be clear: Making investing choices based on year-ahead predictions—or short-term predictions of any kind—is no better than ...

Social Security Closing a Lucrative Loophole

Created on Monday, 09 November 2015. Posted in Content/our blog

... strategy, the spouse who is the higher earner claims Social Security at his full retirement age—currently 66 or 67 based on the individual's date of birth. The filer then directs the Social Security Administration ...

Bringing the Evidence Home

Created on Tuesday, 20 October 2015. Posted in Content/our blog

Welcome to the final installment in our Evidence-Based Investment Insights: Bringing the Evidence Home. We hope you've enjoyed reading our series as much as we've enjoyed sharing it with you. Here are ...

Don’t Sweat The Stock Market’s Volatility

Created on Friday, 04 September 2015. Posted in Content/our blog

... process that, over time, keeps the prices of stocks in line with their fundamental value based on earnings and other factors. You might think of corrections as a pressure valve, keeping the market from ...

Behavioral Biases: What Makes Your Brain Trick?

Created on Monday, 17 August 2015. Posted in Content/our blog

... bias may be the greatest reason why the rigorous decision-making approach we described in "The Essence of Evidence-Based Investing" is so critical. Without it, our minds will rig the game to support our ...

The Human Factor in Evidence-Based Investing

Created on Wednesday, 08 July 2015. Posted in Content/our blog

Over the past several months, our blog series on evidence-based investing has explored the ways we can use stock and bond market factors to help drive an effective investment strategy. We turn now to ...

What Has Evidence-Based Investing Done for Me Lately?

Created on Wednesday, 10 June 2015. Posted in Content/our blog

In last month's blog, "Factors That Figure in Your Evidence-Based Portfolio," we discussed key factors that are used in constructing evidence-based investment portfolios. Now let's look at a few additional ...

Factors That Figure in Your Evidence-Based Portfolio

Created on Tuesday, 12 May 2015. Posted in Content/our blog

If you're a reader of our blogs, you know we're proponents of evidence-based investing: The practice of grounding investment strategy in rational methodology. Evidence-based investing strengthens your ...

The Essence of Evidence-Based Investing

Created on Monday, 06 April 2015. Posted in Content/our blog

... no guarantees that you'll earn the returns you're aiming for, or even recover your investment. This leads us to why we so strongly favor what is known as evidence-based investing. Grounding your strategy ...

What Drives Market Returns?

Created on Tuesday, 10 March 2015. Posted in Content/our blog

... among the most important factors contributing to premium returns. But it's not the only factor. Next month, we'll continue to explore market factors and expected returns, and discuss why our evidence-based ...

Managing the Market’s Risky Business

Created on Friday, 09 January 2015. Posted in Content/our blog

... unavoidable investment risks. And heeding this wisdom guides us in how to manage our own investing with a sensible, evidence-based approach. Managing concentrated risks: When you try to beat the market ...

Ignoring the Siren Song of Daily Market Pricing

Created on Tuesday, 21 October 2014. Posted in Content/our blog

... have set new prices based on the news. And that, of course, is exactly the opposite of your goal. It makes little sense, then, to play an expensive game based on ever-changing information and cutthroat ...

In Uncertain Markets, Beware of the Herd

Created on Tuesday, 12 August 2014. Posted in Content/our blog

... definition, the unexpected is impossible to predict. Any trades, whether they work or not, cost real money. Rather than try to play an expensive game based on information over which we have little ...

“Sell in May and Go Away”: It Rhymes, But It’s Wrong

Created on Tuesday, 13 May 2014. Posted in Content/our blog

...  Now let’s turn back to the statistical underpinning of the sell-in-May crowd. The approach is based on accurate historical data, which appears to lend it legitimacy. But the data are selectively chosen. ...

Separating “Flash” from Substance

Created on Tuesday, 08 April 2014. Posted in Content/our blog

... evidence-based approach to participating in it. We encourage you to check out Lewis' latest book if you're interested in learning about the inner workings of a messy market. And we certainly hope that ...

For What It's Worth: Assessing Advisory Fees

Created on Friday, 07 June 2013. Posted in Content/our blog

... are secondary to their commission-based trading role) face an enormous challenge knowing when to buy, sell or hold on tight. When the world is screaming, “DO SOMETHING!” it’s gut-wrenching to ignore the ...

Retirement Management

Created on Thursday, 11 April 2013. Posted in Content/services

... market environments, based on actual capital market data (from really good to really bad). Your resulting Confidence Assessment is the percentage of the thousands of simulations that exceed your goals. ...

Align In The News

Created on Saturday, 06 April 2013. Posted in Content/resources

... based on academic research. The Oklahoman - Bailout Woes - September 29,2008 Brian Puckett speaks with Don Mecoy of The Oklahoman about the stock market and the failure to pass the bailout plan. ...