Insights & Observations Blog

Insights & Observations

Context and perspective to improve behavioral  finance patterns and  make smarter financial decisions. A focus above the fray, on what matters most for effective financial outcomes and goal achievement.

  • ★ Featured blog post

    Creating the future super savers of America: inspire the next generation to save for retirement

    Contribution by Margaret Hiller, CFP®, CPC Last month was Financial Literacy Month which prompted a flurry of articles on the retirement crisis in the U.S. One noted that the “average” retirement savings amount, paltry though it is, is often an overstated figure because it is the average (or mean) rather than the median and is therefore […]

    ★ Featured blog post

    Do you suffer from investment FOMO? The periodic table of investment returns can help.

    As a business owner you probably do not have the time, inclination or energy to research and anticipate what the right mix of investments is for your personal portfolio. Yet, with daily hype from the media or the unsolicited advice of friends who invested in a winning stock, you may still experience FOMO with your […]

    ★ Featured blog post

    Lessons from a flat tire – gaining perspective on market volatility

    Is recent market volatility making you anxious? Gaining some perspective could help relieve that anxiety and ensure that you remain on track to reach your financial goals. Your financial journey is a lot like a long road trip. On your route from point A to point B, even while driving wisely, it is normal to […]

    ★ Featured blog post

    Q3-2017 Quarterly Context Webinar

    Are market cycles getting longer? Do markets normally cool after similar stock price levels? How bad can bonds get? See this Quarterly Context video for more.

    ★ Featured blog post

    Reality of red numbers – updated

    What’s your guess as to how many months the stock market declines or rises each year? And in bad vs. good markets?

    ★ Featured blog post

    Are you on the right financial path?

    After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?

    ★ Featured blog post

    Q4-2016 Quarterly Context Webinar

    What’s riskier… gambling or investing? Do political parties or the Fed have a bigger impact on markets? View the webinar recording for more insight.

    ★ Featured blog post

    Periodic table of unpredictable returns

    Are there clear patterns of investment market returns over time? How does a “balanced” global portfolio compare to individual asset classes over the last 20 years?

    ★ Featured blog post

    Markets do fine over time… but many investors don’t

    As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.

    ★ Featured blog post

    What do updated annual savings limits mean for planning?

    The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,

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