Investment returns: How optimistic should you be?

By |2021-08-04T17:50:48-07:00July 30th, 2021|Blog, Investment Management, Investor behavior, Personal Wealth|

Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and communities in person. It will take some time to gain perspective on the economic and social implications of the global pandemic, especially since its effects have varied among different [Read More]

Why rebalancing your portfolio in the midst of crisis is essential for long term success

By |2020-04-25T11:19:57-07:00April 9th, 2020|In the news, Blog, Investment Management, Investor behavior, Personal Wealth, Staying the course|

In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively social distancing, and protecting our health. It is a rebalancing act that people did not anticipate; we're all learning lessons that will linger on once this crisis is [Read More]

Video: Market and investor behavior perspectives related to the coronavirus

By |2020-07-20T13:28:45-07:00March 25th, 2020|Investor behavior, In the news, Staying the course|

Gain perspective about the confluence of events affecting the markets, including the coronavirus. What are the drivers of current volatility? Where do markets and diversified portfolios stand now? How does this market compare to the many volatile markets in the past? See how bad markets have strong recoveries. See why panic is not an [Read More]

How we’re thinking about coronavirus

By |2020-07-20T13:31:50-07:00February 28th, 2020|General thoughts, In the news, Investor behavior, Staying the course, Uncategorized|

The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in the brain to minimize risk. More often than not, people over-react to potential risks. But sometimes the reaction is warranted. Regarding coronavirus, it is too soon to tell [Read More]

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

By |2020-07-28T13:20:51-07:00May 31st, 2019|Investor behavior, Personal Wealth|

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 [Read More]

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

By |2020-07-20T13:55:53-07:00May 14th, 2019|Financial planning tips and perspectives, General thoughts, Investor behavior, Personal Wealth, Staying the course|

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 [Read More]

Lessons from a flat tire – gaining perspective on market volatility

By |2020-07-20T14:05:08-07:00January 3rd, 2019|Financial planning tips and perspectives, General thoughts, In the news, Investor behavior, Staying the course|

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 [Read More]

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