The 6 Most Loathed Words in Fishing and Investing…

Tag: Investing

June 5, 2017  |  

The 6 Most Loathed Words in Fishing and Investing…

“You should have been here yesterday!” It happens on every fishing trip.  At dinner, a well-intentioned fishing buddy or acquaintance tells you about the unbelievable fishing he experienced earlier that same day just over the mountain.  “You should have been there!” he boasts. Images of rising fish in numbers and sizes of mythical proportions race […]

March 15, 2017  |  

The Power of Diversification

In my last post we discussed the three key concepts that determine the price of an individual security.  Here we’ll explore the importance of diversifying your investments. More than five decades of academic research has confirmed two key benefits of diversifying and they’re among the most powerful concepts in financial economics: (a) Having a diversified portfolio […]

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, […]

, ,

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 […]

November 30, 2016  |  

I Retired Early! Now what do I do for healthcare?

Key Takeaways Plan ahead and work with your wealth advisor well before a retirement opportunity arises. Continue existing coverage through an early retirement package or COBRA if possible. Your healthcare premiums may be much higher after retirement. Congratulations, you scrimped and saved for retirement. You talked to your wealth advisor and finally pulled the plug.  […]

,

November 3, 2016  |  

Paying for College May Take a Community

Question: What do they call the person that graduates last in their medical school class? Answer: Doctor As most everyone knows, a college education is expensive nowadays.  According to The College Board, the annual cost of attending college in 2015-2016 averaged $19,548 at public schools, plus an additional $14,483 if attending an out of state […]

,

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 […]

,

October 19, 2016  |  

Investing and the U.S. Presidential Election: The Evidence

As Election Day approaches, the circus surrounding this year’s presidential election can cause investors angst. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. As we explain below, investors would be well‑served to […]

,

advanced-degrees cells curriculum faith faith-formation high-school-choice neumann-scholars quality-education recommend resources scholarship stream student-device student-retention visit activities student-life admission class-pages