Are you more interested in getting things done or in showing off?
While there are certainly those CEOs that act irresponsibly, there are many who lead organizations down socially responsible paths. To date, there has been quite some success in weighting socially responsible companies more highly to build portfolios that mirror the performance of the broader market.
While we believe that investors should always focus on the long term, we recognize that there is always a great deal of interest in happenings in the marketplace. With that in mind, we publish a brief market update each quarter. Here you will find updates for the first quarter of 2018.
What sort of preparation in you doing in your life in regards to faith, family, friend, fitness, and finances?
I am 99.9% certain that there are other financial advisors who will see this title and think I am absolutely nuts. They will opine, “Of course interest rates are important!”. Yeah, they are wrong. At least when it comes to using interest rates as a predictor on investment returns.
Are you making your own breaks and rejecting the concept of bad breaks?
Investors are continually in search of the holy grail of investing: that perfect approach that maximizes returns and eliminates any—or even better ALL— risk! As a result, both academicians and practitioners have developed a plethora of models that describe how the...
Are you ready to stop making excuses?
If you look at the numbers, US equities have done incredibly well over the past decade. Comparatively, international developed equities have NOT done nearly as well. As a result, you will see many in the financial services space over-weighting (compared to their historical holdings) the US equities.
Are you facing the reality in your life?