Why have an Investment Policy Statement?
Would you ever start out on a road trip to a new destination without first getting some maps or programming your GPS? Imagine how much fun and fuel efficient that would be. Yeah right! Investing [...]
Would you ever start out on a road trip to a new destination without first getting some maps or programming your GPS? Imagine how much fun and fuel efficient that would be. Yeah right! Investing [...]
Unless you’ve been living under a rock since New Year’s Day, you should be well aware of the tumultuous events that have been taking place around the world – the disaster in Japan and the [...]
With 24 hour financial networks, investment related magazines and the Internet, we can sometimes become overloaded with information. In fact, a recent Google search result for the word "Investment" came up with 913,000,000 results! Good [...]
It's Science The Numbers Don't Lie Our investment philosophy and portfolio design has been engineered to perform in a certain manner.The way we invest has been put to the test over the past [...]
Have you ever found yourself watching MarketWatch, CNBC or CNN and felt the need to immediately make an investment decision based on emotional or personality-driven thoughts or characteristics? You’re not alone. According to a recent [...]
Investors tend to compare their results with others. Does this make sense? Is it fair to compare? Check out this quick video regarding comparing portfolios. This is a good video to share with your [...]
When it comes to investing, the higher risk we take, means we will get better returns...right? Not necessarily. Check out my quick video regarding risk and reward. This is a good video to share with your friends especially if they're not sure how [...]
Investors and advisors sometimes think that changing things in their investment portfolios makes sense. The financial culture has even conditioned us to believe we should expect this. In reality, this is simply market-timing and stock picking which is [...]
Many investors (and professionals) make investment choices based on past performance of investments. Is that the correct thing to do? Check out this quick video regarding past performance. This is a good video to share with your friends [...]
For us, investing long-term is not a catchy slogan...it's a way of life. Check out this quick video regarding long-term investing. This is a good video to share with your friends to see how they define [...]