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Total: 24 results found.

Demystifying Investment Jargon: What Is Correlation?

Created on Wednesday, 27 June 2018. Posted in Content/our blog

... interpreter. Today, we’ll explore correlation, and why it is a key element of evidence-based investing. Correlation helps people invest more efficiently. It’s expressed as a number between -1.0 and ...

A Focus on Fixed-Income

Created on Thursday, 24 May 2018. Posted in Content/our blog

... evidence-based strategies to guide the way. Guiding Rule #1: Invest According to a Sensible, Customized Plan There’s no substitute for having a detailed investment plan, ideally written and signed. ...

Eight Tips for Navigating Market Downturns

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

... can test investor resolve, sabotage otherwise solid plans, and just plain hurt. But experience and evidence are on the side of investors with a long-term outlook. Acting rashly is far more damaging to ...

Is it Time to Rebalance Your Portfolio?

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

... high (overweight holdings). Trades are driven by market evidence, not random guesswork or emotional reactions. Your carefully crafted, customized plan is working. A Closer Look That's a simple illustration, ...

ABCs of Behavioral Biases: The Last Word

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

...  Confirmation This “I thought so” bias causes you to seek news that supports your beliefs and ignore conflicting evidence. After forming initial reactions, we’ll ignore new facts ...

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

... bear markets, or just because a correction feels overdue. The evidence favors staying put, if not bulking up on stocks when they are "cheap." And yet, the potential for future loss can frighten us into ...

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 ...

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 ...

Behavioral Biases: What Makes Your Brain Trick?

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

... "safe harbors." In a roaring bull market, they reverse course and buy. Behavioral Bias #3: Confirmation Bias Confirmation bias is the tendency to favor evidence that supports our beliefs over evidence ...

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 ...

Financial Gurus and Other Unicorns

Created on Tuesday, 04 November 2014. Posted in Content/our blog

... the latest market tips or should you pursue a strategy of capturing market returns with the least amount of risk, cost and tax? Unfortunately, there is little credible evidence that hiring a stock picker/market ...

Ignoring the Siren Song of Daily Market Pricing

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

... columnist Larry Swedroe explored how fast global markets respond to breaking news. Pointing to evidence from a number of studies among several developed markets, he found that the universal response was ...

Jelly Beans and Investing Wisdom

Created on Friday, 05 September 2014. Posted in Content/our blog

... prices for everything from stocks to real estate. Before the academic evidence showed us otherwise, it was commonly assumed that the best way to make money in what seemed like an ungoverned market ...

Separating “Flash” from Substance

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

... the story of high-speed trading has nuances that the media has largely overlooked. There actually is some compelling evidence that competition generated by high-frequency trading has dramatically reduced, ...

For What It's Worth: Assessing Advisory Fees

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

... Following are three of the most hard-hitting examples. We help you stay the course. A body of solid evidence substantiates that do-it-yourself investors (or those working with brokers whose recommendations ...

Introducing the New Align Wealth Management Website & Blog

Created on Monday, 02 April 2012. Posted in Content/our blog

... help you consider current events – in your own life and around the globe – in the appropriate context of timeless, evidence-based financial strategy. We welcome your feedback at any time!  Send ...