A Simple Way to Vastly Improve Your Investment Performance: This tongue-in-cheek letter was written by Jim O'Shaughnessy who is the Chairman and CEO of O'Shaughnessy Asset Management (OSAM). Jim is the author of four books on investing, including What Works on Wall Street, a … [Read more...] about What Works on Wall Street by Jim O’Shaughnessy
Behavioral Factors in Investing
History shows that you can’t time stock market premium returns. A historical study of stock market returns has shown that the global stock markets have rewarded investors for taking on more risk with smaller companies, and value companies. However, to capture these market historic premiums, you have … [Read more...] about History Shows That You Can’t Time Stock Market Returns
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating but know that you’re not alone. Know that we are here to help as your … [Read more...] about Key Questions for the Long-Term Investor
It can be tempting as an investor to let our political opinions influence our decisions. But it's a dangerous strategy. Statistics show it really doesn’t make much difference which party is in power. Even though it might look like an easy way to make money it’s not. As David Booth has said, Vote … [Read more...] about VIDEO: Why Investing and Politics Don’t Mix
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. Our interactive exhibit examines market and economic data for nearly 100 years of US presidential terms and … [Read more...] about How Much Impact Does the President Have on Stocks?
Don't confuse risk and volatility. Risk refers to a permanent loss of capital. Market volatility is short-term and a common occurrence. If you have a financial plan and stay disciplined during the periods of volatility they shouldn't pose a long-term risk. … [Read more...] about VIDEO: Risk & Volatility Are NOT the Same Thing