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?
The farther back you can look, the farther forward you are likely to see. —Winston Churchill As we review the incredible stock market performance of 2017, it is important to review our philosophy of advice - that successful investing is goal-focused and planning-driven, instead of … [Read more...] about 2017 Stock Market Review
One of my favorite television channels is Home and Garden television or better known as HGTV. The various shows center on decorating or re-imagining living spaces. I can spend hours watching the different hosts tackle projects and successfully re-invent the spaces from beginning to end. As the … [Read more...] about Choosing a Paint Color
This is a guest post written by our friend William G. Chettle who is a Vice President with our partner Loring Ward. The problem with good advice is that it tends to be boring, especially when it comes to your portfolio. This is a good thing. For investors, excitement can be your worst … [Read more...] about There is Always a Reason to Sell…Unless You Want to Achieve Your Goals
Weston Wellington of our partner Dimensional Fund Advisors (DFA) offers useful perspectives on the financial crisis in Greece. What should you being doing as an investor? History teaches us many lessons which Weston highlights in this useful video. Click on the 3 minute video named 'Greece' … [Read more...] about What should investors do about Greece?
Social media company Twitter had their initial public offering (IPO) on November 7, 2013 under the symbol TWTR. An IPO is where a private company makes their shares available to the public for the first time. This well-recognized seven-year old unprofitable company with over 232 million monthly … [Read more...] about Consider the Tweet?