3 Key Concepts That Successful Investors Understand

Tag: evidence-based investing

March 13, 2017  |  

3 Key Concepts That Successful Investors Understand

As a 30-year veteran of the financial markets, I’ve been through just about every market cycle and heard every sales pitch that’s come along. What’s become clear to me over the past three decades is that no matter what the media or the financial services industry tells you, evidence matters. And, evidence combined with process, […]

January 31, 2017  |  

New Market Highs & Positive Expected Returns

There has been much discussion in the news recently about new nominal highs in stock indices like the Dow Jones Industrial Average and the S&P 500. When markets hit new highs, is that an indication that it’s time for investors to cash out? History tells us that a market index being at an all-time high […]

January 9, 2017  |  

What Can We Expect in 2017? Answer: The Unexpected

What will 2017 hold for the markets? About this time every January, news outlets, economists, fund managers and other pundits flood the media with their predictions about what the market will do in the year ahead. Bold predictions abound regarding anticipated interest rate movements, the direction of the S&P 500 index and the global economy, […]

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December 2, 2016  |  

Prediction Season

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically accompanied by […]

October 26, 2016  |  

What if Everyone were a Passive Investor?

For as long as we’ve been in business, we have encouraged investors to adopt a patient, long-term approach to capturing the market’s expected returns. In industry parlance, some have categorized our approach as “passive,” versus active attempts to beat the market. We prefer to think of ourselves as evidence-based. Call it what you will, all […]

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September 12, 2016  |  

Is Survivorship Bias Haunting Your Investment Choices?

I’ve written before about behavioral biases, and how they can trick you into abandoning your investment resolve. For example, it’s easy to succumb to recency bias, giving breaking news more weight than it deserves in your financial plans. Or we regularly see investors fall for herd mentality, chasing and fleeing popular but ill-fated trends. As if our human foibles weren’t enough, the data we […]

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August 9, 2016  |  

The 3 Most Dangerous Words in Investing

In my 30-plus years of experience in investment management, the three most dangerous words I hear are those found in observations that begin with, “We all know…” We all know … that stocks are overpriced (or underpriced). We all know … that interest rates are about to rise (or fall). We all know … that domestic (or international) positions […]

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July 25, 2016  |  

How We Select Investments

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing how we select the funds we typically […]

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