The Market Correction Survival Guide

Tag: risk management

October 23, 2014  |  

The Market Correction Survival Guide

  Don’t succumb to “Recency Bias” or other common investor mistakes made during volatile markets. Key Takeaways   Research shows that the more recent a jarring stock market, the more likely it is to distract investors from information that’s objective about their long-term investment goals. Put today’s environment into historical context. Look for tax management […]

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October 8, 2014  |  

Periodic Table of Investment Returns

A good perspective is an important part of a successful investment plan. Through the years, we have used the Periodic Table of Investment Returns to help our clients understand the relative performance of the important asset classes. The illustrations of returns that the table provides has proved to be very helpful to our clients. For […]

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September 24, 2014  |  

Simplicity

Keeping things basic is the key to successful investing, fly fishing and so many other human endeavors. Key Takeaways A simplified, low-cost, evidence-based portfolio is the best solution for most investors. The vast majority of investors don’t need hedge funds, structured notes, options, futures or day trading to be successful. If you have complex instruments […]

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July 29, 2014  |  

What’s Fly Fishing Got to Do with Investing?

More than you might think. Key Takeaways Good fishermen are like good investors: They’re always trolling for opportunities. They use a wide variety of tactics and rely on proven science to make informed decisions. Just like great anglers always have a line in the water, successful investors always have their capital deployed somewhere. Patience is […]

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June 30, 2014  |  

Video – Risk and Reward in Investing

As a follow-up to last week’s post on risk and return, today we present a brief, but informative video on investing fundamentals.  This lesson reminds us where to focus our efforts for maximum impact on long-term portfolio performance. The temptation when starting out as an investor is to find that “One Hot Stock”, “The Next Big IPO”, or to convince ourselves that we can “Predict The Future” better […]

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June 27, 2014  |  

Investing Fundamentals – Risk and Return

Risk and Return Tilting your portfolio to gain exposure to stocks with higher expected returns is a sound investment strategy. By Chas Boinske Key Takeaways In theory, well-established large stocks and high-flying growth stocks would seem to deliver superior returns to investors. Not so. Research shows that over time small stocks and value stocks outperform […]

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June 3, 2014  |  

Market correction call? Don’t be fooled again

Key Takeaways Research shows that even professional investors can’t reliably predict the market. The good news is that successful long-term investors don’t need to make heroic market calls or engage in frequent trading– something the financial media doesn’t want you to know. Select an asset allocation that’s appropriate for your personal financial goals. Implement that […]

April 25, 2014  |  

Protecting Yourself Online

For those who have had concerns about the Internet and its security, there was recently an “I told you so” moment.  Encrypted channels for online communication that were thought to be secure were identified as being at risk due to a flaw in the programming.  The compromised programming was widely used among the Internet’s most secure […]

February 5, 2014  |  

Using Perspective to Improve your Investment Results

Most successful investors credit discipline with helping them to profit where others don’t. Certainly, in my experience, discipline has been a critical component of successful investment results. The recent market declines and volatility can be disconcerting and can encourage a lack of discipline. The following charts offer a useful perspective on volatility when viewed through […]

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