Want to Sleep Better at Night?

Month: January 2015

January 22, 2015  |  

Want to Sleep Better at Night?

Turn off the news, embrace some volatility and stick to your plan Key Takeaways Savvy investors know  there will be periods of volatility along the way to healthy long-term returns in equities. Short-term volatility—sensationalized by the financial news media—is what typically disrupts many long-term investment plans. $10,000 invested in the S&P 500 when I started my career 30 years ago would be worth $267,000  today….but there have been periods when many considered the wisdom of saying […]

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January 15, 2015  |  

Three Key Insights to Help You Improve Your Investment Results

I have been advising clients about investments for more than 30 years and much has changed in finance since my early days at Kidder Peabody & Co. in Philadelphia. The advances in financial theory and practice have been monumental. One reason for the advances is that cheap computing has made the study of financial data much less expensive and much faster. In addition, fields of study like Behavioral Finance have evolved from a few good […]

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January 7, 2015  |  

What’s An Investors Most Important New Year’s Resolution?

Avoid this pattern of behavior by using the DR Strategy…   Greed and Fear conspire to disrupt even the most well considered investment strategy and those emotions are formidable opponents for most investors. Quite simply, the majority of investors have a hard time resisting the emotions of greed and fear. The data is clear on the negative impact of greed and fear on investor returns (Dalbar2012). The Dalbar study calculated that, over the previous 20 […]

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