Let’s go back to the year 2009. In January, Barack Obama was sworn as the 44th President of the United States. In April, three Somali pirates are killed freeing Captain Philips and ending a multi-day standoff between the United States Navy and the pirates. Later the event is made into a movie. In … [Read more...] about Top 10 Stocks Over the Last Decade
Successful investing usually entails discipline and self-restraint, feeling comfortable with doing nothing. Here’s Barry Ritholtz, one of the most popular investment bloggers in the United States discussing this process. … [Read more...] about Video: Investors Need to Learn to Sit on Their Hands
Financial journalist Robin Powell with Professor Russell Napier a financial historian - One standout lesson financial history teaches us is that you need to diversify and take a long-term view on your investments. … [Read more...] about Video: The Number #1 Lesson from Stock Market History
Interest rates will likely stay low for the foreseeable future. While this is beneficial to many as they borrow money for business expansion, or personally to purchase a car or home, these low rates have hurt people who are saving in banks. We encourage all of our clients to have a cash reserve … [Read more...] about Max My Interest – generating more interest from cash reserves
The first decade of the 21st century, and the second one that recently ended, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. And focusing on known drivers of … [Read more...] about A Tale of Two Decades: Lessons for Long‑Term Investors
Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility without reducing expected return or increase expected return without increasing volatility … [Read more...] about Alternative Reality – Do Alternatives help investors?