Staying in the Stream – the Key to Fishing (and Investment) Success

Month: April 2015

April 28, 2015  |  

Staying in the Stream – the Key to Fishing (and Investment) Success

Key Takeaways: Just like fishing conditions, markets are also virtually impossible to predict consistently. Investing for the long-term and consistently rebalancing helps to reduce the uncertainty of the markets and put investors in the best position to succeed. Market timing is not a reliable method for fishing, or investment returns. Fly fishing is a captivating sport because perfection is impossible. While it is true that with experience you can catch trout on almost any day, […]

,

April 23, 2015  |  

My Identity’s Been Stolen, Now What?

Key Takeaways: Over 3 million Americans are projected to be the victim of tax-related identity theft in 2015. If you are notified by the IRS that your taxes were filed multiple times for the year, it might be that your Social Security number has been compromised. If you’re identity has been stolen, it’s important to notify the appropriate parties as soon as possible. Did you file your taxes yet? Better yet, did you file your […]

,

April 17, 2015  |  

One Password for All!

Key Takeaways We need unique passwords for all of the websites we visit—including where we bank and invest online. We need a simple, secure way to keep track of all of these passwords. Software may be a solution for password management. The Problem Don’t the experts suggest that you have unique passwords for every website you visit, including your online banking and investment accounts?  Yes, and we have previously written about the importance of unique […]

,

April 14, 2015  |  

Exploring the Human Factor

Despite everything we know about efficient capital markets and all the solid evidence available to guide our rational decisions … we’re still human. We’ve got things going on in our heads that have nothing to do with solid evidence and rational decisions – a brew of chemically generated instincts and emotions that spur us to leap long before we have time to look. Rapid reflexes often serve us well. Our prehistoric ancestors depended on snap […]

,

April 6, 2015  |  

Getting Rich Slowly – A Lesson for the Younger Generation

As the newest member of the Independence Advisors team, I’d like to introduce myself.  I’ve been with the firm for a few weeks now, after spending 5 ½ years at PricewaterhouseCoopers in both Philadelphia and Denver, CO.  This month, my wife and I will be welcoming our first child to the world.  We’re incredibly excited and anxious to meet the little one (we don’t know the gender, it will be a surprise), and I’ve done […]

,