“Returns expectations are simply too high. It means that many will face a shortfall when they come to realize their investments in the future as…
Read More
Delusional Return Expectations
The World’s Worst Investor
“Humans have something weird in their DNA which prohibits them from adopting good ideas easily.” – William Green, Richer, Wiser, Happier Sally is a nervous wreck. It seems every time she invests money in the stock market it crashes. The...
read moreSigns of a Market Top? Valuation
We continue our series featuring data from VR Research on “characteristics of a market top.” The summary is broken down by corporate, valuation, economic, market,…
Read More
Meet the Story-Based Advisor
We recently stumbled across a tongue and cheek article that decoded real estate agent listing language. For example, describing a property as “cozy” within a…
Read More
Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
Read More
Naked Performance
“I’ve been crushing it in the stock market this year. I’m up 45%.”– Random Dude How many times have you heard a family member, colleague,…
Read More
Signs of a Market Top? Investor Sentiment
VR Research published a graphic on its Twitter account showing the characteristics of a “market top.” The summary is broken down by corporate, valuation, economic,…
Read More
Avoiding the Dividend Trap
“In a taxable account, dividends could have cost you anywhere from 0.3% to over 3.0% in returns PER YEAR since 1974. If your goal is…
Read More
Does a Robo-Advisor Make Sense for You?
“One of the challenging things in this industry now is you’ve got a lot of the old-way-to-invest type of firms coming out with me-too offerings that…
Read More
Death of the Fixed 1% Fee
“One of the biggest problems I have with the flat-fee structure is that it does implicitly incentivize a culture of asset gathering.”– Matthew Spencer, Director…
Read More