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

Tag: diversification

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 […]

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March 31, 2015  |  

Why Does Active Investing Flourish?

Earlier this month, I had the opportunity to run an educational workshop at the SPA/AAP Pediatric Anesthesiology 2015 Meeting. The workshop was entitled “Evidence-Based Investing and Financial Planning.” We covered the 12 most important insights about evidence-based investing and how those insights can be applied to a rational financial planning process. Evidence-Based Investing is the […]

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March 16, 2015  |  

What is the Backbone of an Evidence-Based Portfolio?

An accumulation of studies since the 1950’s has identified three risk factors that form the backbone of an evidence-based portfolio. They are:  The Equity Premium – The additional return investors should expect to earn for taking the risk of investing in stocks rather than short-term bonds. (6.27% per year since July, 1926)*  The Small Cap […]

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March 11, 2015  |  

Traditional versus Roth contributions: What to consider – PART 2

See Part 1 of this blog post here.[PR1]  What’s best for me? When determining which contribution is a better fit for you, understand that there is no single right answer for everyone.  The contribution that’s best for you will be determined by your personal situation.  Ask yourself the following 5 questions before making your decision: […]

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March 10, 2015  |  

Traditional Versus Roth Contributions: What to Consider – PART 1

Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until funds are withdrawn, while Roth contributions allow participants to pay tax up front, so there’s no tax obligation upon withdrawal. When deciding what type of contribution […]

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February 24, 2015  |  

For Better Investment Results, Rely on the Evidence

Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing requires predicting markets. More than 60 years of academic research says otherwise. Still, investors are often distracted from the focus on their long term goals by the […]

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February 20, 2015  |  

Does Diversification Still Make Sense?

    After a year like 2014 when one asset class (S&P 500) outperformed almost every other, investors naturally ask themselves whether broad global diversification still make sense. The simple answer is yes. Broad diversification remains one of the best risk management tools available to investors. However, a broadly diversified portfolio’s returns will never be […]

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