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Behavioral Biases: What Makes Your Brain Trick?

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

... biases that arise from our wiring, and how they can sabotage even the best-laid investment plans. Behavioral Bias #1: Herd Mentality Herd mentality is what happens to you when you see a market movement ...

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

In last month's blog, "Get Along, Little Market," we discussed the benefits of diversifying your investments to minimize avoidable risks, manage those that are unavoidable when we're seeking market gains, ...

Get Along, Little Market

Created on Tuesday, 17 February 2015. Posted in Content/our blog

As we discussed in our previous blog, “Managing the Market’s Risky Business,” properly diversifying your investment portfolio helps to minimize unnecessary risks and better manage those that remain. But ...

Managing the Market’s Risky Business

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

... low-cost exposure to a variety of capital markets around the globe. Today, we'll expand on the benefits of diversification, beginning with its ability to help you better manage investment risks. Most ...

The Full-Meal Deal of Diversification

Created on Wednesday, 03 December 2014. Posted in Content/our blog

... helping you to simultaneously lower investment risks and potentially improve your returns. While they may seem almost magical, the powers of diversification have been well documented and widely explained ...

Ignoring the Siren Song of Daily Market Pricing

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

... there are reports that a fungicide is attacking Florida trees, orange juice futures may soar, as the market anticipates shrinking supply. But what does this mean to you and your investment portfolio? ...

Jelly Beans and Investing Wisdom

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

... or wildly off from a "fair" price, but the aggregate average incorporates all known information about different investments, contributed by the intelligent, the ignorant, the lucky, and the luckless. This ...

In Uncertain Markets, Beware of the Herd

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

... of our recommended strategy for your investments remain the same. Market risk is a fact of life, and the market's periodic ups and downs are something we can't control. But market risk is deliberately ...

When a Broker is Your Retirement Nightmare

Created on Wednesday, 02 July 2014. Posted in Content/our blog

... clients invest their retirement savings. The multiple brokers referenced in the article allegedly talked clients into "rolling over their 401(k) nest eggs into unsuitable IRA investments." Those brokers ...

The Latest Reasons To Think, Act and Invest Like Warren Buffett

Created on Wednesday, 04 June 2014. Posted in Content/our blog

... and how every investor can use them to build sound investment habits. It’s a helpful little guide and recommended reading for any investor. Buffett, of course, has not been sitting idly by since Swedroe’s ...

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

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

Mark Twain believed there were three kinds of lies: Lies, damned lies and statistics. The author would have had a field day with the way statistics are used to “prove” dubious investment theories. A ...

Separating “Flash” from Substance

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

"Flash Boys"—Michael Lewis' new bestseller about how the investment markets are supposedly rigged—has garnered an avalanche of media coverage, including a feature on "60 Minutes." There's no doubt that ...

For What It's Worth: Assessing Advisory Fees

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

... call, even when reacting threatens to derail your carefully laid plans. By providing a bastion of discipline to your investment experience, we help you avoid costly and nerve-wracking trades that are unnecessary, ...

Sample Reports

Created on Thursday, 02 May 2013. Posted in Content/services

... This report also breaks down your returns on your short term, mid term, and long term investments. Financial Plan - Are you on track to meet your goals? Social Security Analysis - After reviewing ...

Retirement Management

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

... retirement strategy revolves around prudent investment management, quantified spending habits, reducing debt, and intelligently planning for taxes.  We cover all of these areas and more for you with ...

Align In The News

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

Read commentary on wealth management topics, such as market summaries/strategies, investment trends/outlooks, and even personal updates from our team of professional advisors in Align Wealth Management's ...