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Total: 41 results found.

Eight Tips for Navigating Market Downturns

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

The first quarter of 2018 has delivered a clear reminder that the law of gravity remains in force and markets can go up as well as down. Intellectually, experienced investors know a certain amount of volatility ...

ABCs of Behavioral Biases: The Last Word

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

... even more than we crave winning. Loss aversion causes investors to try to dodge bear markets, despite overwhelming evidence that market timing is more likely to increase costs and decrease expected ...

ABCs of Behavioral Biases: O to T

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

... beneficial, because it's what gives people the nerve to do hard things—such as asking for a raise or running a marathon. But it can be dangerous for investors. Combined with a host of other biases (such ...

ABCs of Behavioral Biases: H to O

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

... common bias. Hindsight bias can help us assume a more comforting, upbeat outlook in life. It is hazardous to investors, though, because your best financial decisions come from realistic assessments ...

ABCs of Behavioral Biases: F to H

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

Welcome back to our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. In this edition, we will tackle Fear, Framing, Greed ...

ABCs of Behavioral Biases: A to F

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

Welcome back to our "ABCs of Behavioral Biases." Let's examine four self-inflicted biases that knock a number of investors off-course: anchoring, blind spot, confirmation and familiarity bias. Anchoring ...

The ABCs of Behavioral Biases

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

By now, you've probably heard that your behavioral biases can be the greatest threat to your financial well-being. As investors, we leap before we look. We stay when we should go. We cringe at the very ...

Market Correction

Created on Wednesday, 20 September 2017. Posted in Content/our blog

... confident (or not) investors are that the market is going to be volatile (or not) during the next little while. The lower the number, the smoother the presumed ride ... although, as usual, there are no ...

Building a Healthy Relationship with Investment Risk

Created on Tuesday, 15 August 2017. Posted in Content/our blog

... more emotional distress than you need to in pursuit of your financial goals. Two: We Overestimate Risk. On the other side of the pendulum, we also see investors overestimating risk and uncertainty. We ...

Evidence-Based Investors Approach Investing Differently

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

... investors try to beat the market through stock-picking and market-timing. By contrast, evidence-based investors participate in the market to earn expected long-term returns according to time-tested academic ...

Retirement Savings: A Little Goes a Long Way

Created on Wednesday, 07 June 2017. Posted in Content/our blog

... competing interests making it hard to set aside large amounts for something as far off as retirement seems—especially to younger investors. Making mortgage payments, paying off car loans and setting money ...

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

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

... doing so. Certainly, investors are attracted to these platforms because they are relatively low cost and easy to use. And for some investors, especially younger ones with relatively simple investment ...

Investing Resolutions for 2017

Created on Tuesday, 13 December 2016. Posted in Content/our blog

... long-term investors, the best course of action is to stay the course. Invest your extra cash Three-quarters of companies plan to give workers a cash bonus this year, according to a new survey from ...

The Importance of Rebalancing

Created on Friday, 11 November 2016. Posted in Content/our blog

There's been a lot written about the merits of buy-and-hold investing. Unfortunately, many investors are confused by the term and instead employ a buy-and-set-it-aside strategy. This can be a grave and ...

Cashing Out Is Not a Cash Cow

Created on Thursday, 13 October 2016. Posted in Content/our blog

We've recently been approached by a few nervous investors, who, thanks in part to Election Day jitters, are considering cashing out a sizeable portion of their portfolio. While this may seem like a good ...

How Asset Location Can Help Fatten Your Nest Egg

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

... - $1.2 million more to spend. Again, that's a simplified example, and not all investors will have the same result. But it does illustrate how tax savings, reinvested and compounded over time, can make ...

How to Minimize Taxes in Retirement

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

... tax-free. Finally, many investors have taxable brokerage accounts, which are funded with after-tax dollars and accrue taxes on gains, interest, and dividends. Let's look at some of the rules and guidelines ...

Maximize Your Returns by Minimizing Your Taxes

Created on Thursday, 17 March 2016. Posted in Content/our blog

... losses to neutralize gains in future years. 3. Long-term investing. When an investment is sold for a profit less than a year after it was purchased, investors are faced with short-term capital gains ...

Your Portfolio’s Secret Weapon

Created on Thursday, 18 February 2016. Posted in Content/our blog

The stock market hasn't been a happy place so far in 2016. But for long-term investors, the real risk right now is losing sight of the big picture and making counter-productive short-term decisions. So ...

Our 2016 Prediction: Market Predictions Will Err

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

... gambling with your future. Rather than invest on the shifting sand of market predictions, wise investors follow the path that has been proven to be effective: Create a globally diversified investment ...

Turning Investment Losses Into Gains

Created on Friday, 11 December 2015. Posted in Content/our blog

... important IRS rule: Uncle Sam frowns on investors who try to game the system by selling a security for a loss and then buying it back within a few days. The IRS' "wash sale" rule prohibits selling a security ...

Bringing the Evidence Home

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

... Evidence-Based Investing. The most significant factor for investors may be the human factor. Behavioral finance helps us understand that our own, instinctive reactions to market events can easily trump ...

Don’t Sweat The Stock Market’s Volatility

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

The stock market has taken investors on a rollercoaster ride over the past few weeks, jangling plenty of nerves in the process. In times like these, looking at some historical perspective can go a long ...

Behavioral Biases: What Makes Your Brain Trick?

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

... that stocks have historically delivered premium returns over bonds. Whenever stock markets dip downward, though, we typically see recency bias at play, as droves of investors sell their stocks to seek ...

The Human Factor in Evidence-Based Investing

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

... get the best results when you harness your emotions, not when you strangle them." By spotting when investors are falling prey to a behavioral bias, we can hold up an evidence-based mirror for them, so ...

What Has Evidence-Based Investing Done for Me Lately?

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

... are term and credit. These factors have formed the backbone of evidence-based portfolio construction, helping investors strike the most effective balance between return and risk. Continued research has ...

Factors That Figure in Your Evidence-Based Portfolio

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

... recessions. The investment world's understanding of return factors continues to evolve. As it does, we evidence-based investors will continue to hone our strategies for most effectively capturing expected ...

What Drives Market Returns?

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

... generate profits. A government agency hopes to fund its work with money to spare. Investors hope to earn generous returns. Now, even if a business is booming, you cannot necessarily expect to reap the ...

Get Along, Little Market

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

... price-changing events. When one type of investment zigs due to a particular news story, another may zag. Instead of trying to move in and out of investments as they zig and zag, wise investors remain broadly ...