Weekly Perspective – September 29th, 2014
Bond Boss Bill Gross Leaves Pimco…. and other things happened. Last week offered some lessons in career management, economics, and investor impulse, among other things. Derek Jeter, the well-loved...
View ArticleWhen Investing, Be Mindful of ‘Knowledge’ Limitations
Mindfulness and the Limitations of Knowledge in Personal Finance We practice asset allocation, disciplined diversification and rebalancing. We do not buy individual securities looking for the...
View ArticleMonkey or Tai Chi Master? Dealing With Market Volatility
Monkey or T’ai Chi Master? How Do You Deal With Market Volatility? The practice of “mindfulness” obliges us to see reality for what it actually IS, not what we want it to be. Sometimes this can be...
View ArticleWhat Can A Volcano Teach Us About Investing?
erupting volcano Markets Erupt Unpredictably – Be Prepared “We don’t know. We can’t see the future. The flow does what the flow does.” – Rod Macland of Pahoa, HI to CNN reporters at KITV-TV As folks in...
View ArticleLooking Forward to 2015
Courtesy of suphakit73 / freeddigitalphotos.net What Does The Future Hold – Looking Forward to 2015 The good news is most analysts expect economic growth in the United States to continue. The Wall...
View ArticleIn Search of Relative Value
The seeds of overvaluation are planted when prices increase faster than earnings. At the beginning of 2013 we were perhaps a little under fair value when considering the simple P/E ratio of the S&P...
View ArticleDefining Investment Success
How Do You Define Investment Success? The Natixis 2014 Global Survey of Individual Investors offered some interesting insight into the mindsets of investors in Asia, Europe, Latin America, the Middle...
View ArticleMarket Volatility Is Market Reality
Market Volatility Is Market Reality – August 2015 Edition Volatility is THE reality of the market. If you are invested, then you are exposing your money to the potential for volatility. Anyone else who...
View Article2 Key Drivers of Investing Success
When it comes to long-term asset-building and investing success, what actions really matter? From concerns over global markets, politics and bubbles to worries about inflation, taxes and fees, there...
View ArticleEmerging Market Travails
Emerging Market Travails Just a few years ago, emerging markets were the toast of the town. In general, emerging countries recovered much faster than developed countries following the financial crisis...
View ArticleVolatility is Normal; Volatility is Opportunity; Volatility is Good… I ❤️...
The most memorable lesson that we SHOULD have learned about both the Great Recession and the first quarter of 2016 is that they ended and markets recovered far more quickly than anyone anticipated. If...
View ArticleIs Sentiment Too Good?
Like a cool breeze on a hot day…the post-Brexit market rally has soothed investors. The CBOE Volatility Index (VIX), also known as the fear gauge, fell significantly during the past few weeks,...
View ArticleDoes High Volatility Always Follow Low Volatility
It’s déjà vu all over again! The Chicago Board of Options Exchange (CBOE) Volatility Index, also known as the VIX, tracks the prices of options on the Standard & Poor’s 500 (S&P 500) Index....
View ArticleIs This The End of The Bond Bull?
This time it’s the end. Really. Possibly. It seems like experts (ourselves included) have been forecasting the end of the bull market in bonds for years – and that is because they HAVE been doing so....
View ArticleRisk and The Post-Thanksgiving Food Coma
FIRST, THE FOOD COMA IS A MYTH. According to WebMD, the amino acid L-Tryptophan is not responsible for Americans’ post-Thanksgiving food coma. The real culprit is overeating. So, last week’s...
View ArticleDoes Diversification Still Work?
Q&A Snippets from Happiness Dividend Medicare and Retirement Webinar. Does diversification still work? The post Does Diversification Still Work? appeared first on Happiness Dividend.
View ArticleIn Search of Relative Value
The seeds of overvaluation are planted when prices increase faster than earnings. At the beginning of 2013 we were perhaps a little under fair value when considering the simple P/E ratio of the S&P...
View ArticleLooking Forward to 2015
What Does The Future Hold – Looking Forward to 2015 The good news is most analysts expect economic growth in the United States to continue. The Wall Street Journal, The Economist, The Federal Reserve,...
View ArticleIn Search of Relative Value
The seeds of overvaluation are planted when prices increase faster than earnings. At the beginning of 2013 we were perhaps a little under fair value when considering the simple P/E ratio of the S&P...
View ArticleDefining Investment Success
How Do You Define Investment Success? The Natixis 2014 Global Survey of Individual Investors offered some interesting insight into the mindsets of investors in Asia, Europe, Latin America, the Middle...
View Article