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 ‘Markets’ Category
Economic Indicators: News You Can’t Use
Posted in Investment Strategy, Markets on February 4, 2010 | Leave a Comment »
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 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.
Five R’s to Financial Renewal: Part I
Posted in Financial Literacy, Markets, Wealth Management on August 6, 2009 | Leave a Comment »
In a series of blogs, I am going to cover five “R’s” to renewed control over your financial plans: Reset, Regroup, Recalculate, Recover, Relax. In six weeks, you should be able to achieve them all! Part I is how to RESET your financial thinking.
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.
