“A reasonable-level of anxiety is a sign that you take investing seriously and are on guard against complacency and overconfidence. Meanwhile, too much anxiety is…
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Investor Anxiety: Signs You’re Invested Incorrectly
Markets After Major Geopolitical Events
“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of the Baltimore-based investment firm that bears his name, wrote an essay in 1937 titled, “Change...
read morePersistence of Performance
“This year’s top-performing mutual funds aren’t necessarily going to be next year’s best performers. It’s not uncommon for a fund to have better-than-average performance one…
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Fed Hikes and Bond Prosperity
“The Federal Open Market Committee (FOMC) has considerable control over short-term rates. We have much less influence over long-term rates, which are set in the…
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U.S. and Everyone Else
“Emerging market economies have long grappled with the challenges posed by large and volatile cross-border capital flows.” – Jerome Powell, Chairman of the Federal Reserve….
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Solving the Social Security Equation
“Should any political party attempt to abolish social security, unemployment insurance, and eliminate labor laws and farm programs, you would not hear of that party…
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Fees Tied to Performance is Gaining Momentum
“The investment industry has long offered clients fees that have nothing to do with performance. That’s changing, but not nearly fast enough.” – Jason Zweig,…
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Is Your Asset Location Costing You?
“You must pay taxes. But there’s no law that says you gotta leave a tip.” – Morgan Stanley Most investors are familiar with the basic…
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Ignoring Good Advice
“Small, seemingly insignificant steps completed consistently over time will create a radical difference.” – Darren Hardy, author of The Compound Effect Working with friends and family…
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The Housing Cycle
“Housing is often found at the heart of financial crises”– Fed Chair, Jay Powell summer of 2017 We are not experts on residential housing by…
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