Ho, Ho, Horrible Holiday Investing Myths
Instead of sitting back with a glass of egg nog and overdosing on Rankin/Bass holiday specials, some investors spend year-end trying to decorate their portfolios with dubious investment ideas. H... Read more
4 Charts Every Investor Should Know. #4: Stop Changing Lanes
This is the final blog in a four-part series from our summer issue of 360 Insights. Read the other blogs in this series: Let Markets Work for You, Stay on Track with Diversification, Own Great Co... Read more
4 Charts Every Investor Should Know. #3: Own Great Companies Around the World
This is the third blog in a four-part series from our summer issue of 360 Insights. Read the first and second blogs in this series. Sometimes a picture really can make things easier to understand... Read more
4 Charts Every Investor Should Know. #1: Let Markets Work For You
This is the first blog in a four-part series from our summer issue of 360 Insights. Sometimes a picture really can make things easier to understand. Many of the important ideas and concepts you n... Read more
6-Minute Video Puts Last Quarter’s Volatility in Perspective
If I could use only one word to describe the first quarter of 2018 it would be volatility. Many of us saw headlines discussing the largest point drops ever for the Dow Jones Industrial Average on... Read more
2017: Another Bad Year for Expert Predictions
This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Every year, experts make bold pronouncements about the market and the economy. And every year, most... Read more
Feeling Nervous About the Stock Market? Watch This 3-Minute Video
As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more
The Perils of Trying to Avoid the Worst Days in the Stock Market
Financial markets ebb and flow, and although it is natural to feel excited when stock markets do well and concerned when stock markets drop, it’s not usually a good idea to let those emotions dic... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...
- Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labor’s (DOL) new fiduciary...
- Hindsight is Clearer Than Foresight <!---->This article is featured in the winter edi...