When It’s Value vs. Growth, History Is on Value’s Side
Historically, value stocks have outperformed growth stocks in the United States, though recently that hasn’t been the case.
Understanding Sequence Risk in Retirement
When planning for retirement, we have a degree of control over many of the choices involved. However, there is one big wild card called sequence risk.
Under the Macroscope: When Stocks and the Economy Diverge
Do you find it puzzling when a bleak economic media report emerges, only to be accompanied by a positive surge in the stock market? You’re not alone.
How To Be Positively Skeptical – Part 4
There are only so many hours in the day to do all the financial fact-checking you would like to when deciding who and what to believe.
How To Be Positively Skeptical – Part 3
In the financial jungle, it’s essential to look before you leap at emotion-triggering misinformation. Here are five “do’s” and “don’ts” for due diligence.
The Bumpy Road to the Market’s Long-Term Average
Since 1926, the US stock market has rewarded investors with an average annual return of 10%, but returns can be sky-high, poor or somewhere in between.
How To Be Positively Skeptical – Part 2
Today, let’s talk about your emotional reaction to unfolding news, and the impact that it can have on your financial well-being.
History Shows That Stock Gains Can Add Up After Big Declines
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.
Sticking to Investing Principles
In times of great stress, the most reliable recipe for success is to remain committed to a set of fundamental investing principles.
Quarterly Report – Q1 2020
Brace yourself. Your newly released quarterly reports are highly, highly likely to leave you feeling at least a little disheartened.