Whenever the latest economic indicators are announced, you’re apt to see the numbers make the evening news. As you ponder the latest on industrial production, retail sales, unemployment and other snapshots of economic activity, you may wonder how the information applies to your investment strategy. While the data can be helpful for your business planning, [...]
Archive for the ‘Investment Strategy’ Category
Economic Indicators: News You Can’t Use
Posted in Investment Strategy, Markets on February 4, 2010 | Leave a Comment »
Seeking Second Opinions on Financial Services
Posted in Investment Strategy, Larry Swedroe on January 25, 2010 | Leave a Comment »
If you haven’t sought a second opinion on your wealth, what’s stopped you?
The “New Normal” Is Old Hat
Posted in Dimensional Fund Advisors, Investment Strategy, Jason Zweig, Markets on November 2, 2009 | Leave a Comment »
You’ve probably already heard all kinds of financial commentators leading with something like, “In this ‘new normal’ …” They then explain things to us, assuming as a given that things have changed. But have they? Analysis tells us otherwise.
Five R’s to Financial Renewal: Part IV (final)
Posted in Asset Allocation, Diversification, Equity, Financial Literacy, Investment Strategy, Larry Swedroe on August 21, 2009 | Leave a Comment »
After RECALCULATING, you are now ready to implement your personal RECOVERY strategy — but not before. Afterward is when you are in a position to understand your personal required return and how the budget you prepared is a key component to your success. When the next person tells you how he or she is betting [...]
Five R’s to Financial Renewal: Part III
Posted in Alternative Investing, Family Wealth, Financial Literacy, Fixed Income, Investment Strategy, Markets, Wealth Management on August 17, 2009 | Leave a Comment »
What’s next? It’s time to RECALCULATE, or “do the math.” In my experience, there are usually two things that happen after I help new clients recalculate. First, I see them start to breathe again, after they’d been holding their breath for so long, hoping their financial choices were correct. Second, I find many people have been taking on more risk than they need to.
Thoughtful Discussions About Asset Allocation
Posted in Asset Allocation, Diversification, Investment Strategy, The Wall Street Journal on August 11, 2009 | Leave a Comment »
I liked this excellent blog posting over on Advisor Blogger by guest blogger Fred Taylor.
Investing Extremes: The Wii Balance Between Greed and Fear
Posted in Behavioral Finance, Investment Strategy, Markets on July 27, 2009 | Leave a Comment »
The two biggest emotions that can impact your financial decisions are greed when the market is roaring forward, and fear when it’s in a downspin.
An On-Course Investment Strategy
Posted in Active, Diversification, Financial/Business, Global, Investment Strategy, InvestmentNews, Markets, Media, Passive, Vantage Point Advisors on June 13, 2009 | Leave a Comment »
As we have learned from recent markets, no strategy eliminates times when the future seems dark indeed. But we have solid reason to believe that the “instruments” of our academically based investment strategy are continuing to serve those who will be guided by them.
Private Placements Speculation vs Investing
Posted in Alternative Investing, Diversification, Federal Government, Investment Policy Statement, Investment Strategy, Private Placements, Retirement, SEC, Venture Capital on May 15, 2009 | Leave a Comment »
I have a love-hate relationship with private placements. As a capitalist, I know private placements provide much-needed capital for start-up ventures, and this is a good thing. As a fiduciary, I have trepidation due to the very nature of the investment.
What’s not okay with 401(k)s?
Posted in 401(k), Active, Executive Management, Financial/Business, Fixed Income, Jason Zweig, Junk Bonds, Media, Passive, Retirement, The Wall Street Journal on April 30, 2009 | 3 Comments »
Welcome to my blog for the executive-level investor! I have gotten a lot of sage advice about how and what to write. But ultimately, this blog is for you, so please tell me if these sages know what they are talking about. Jason Zweig’s April 25th column in The Wall Street Journal addressed the [...]
