Overview: Many investors may believe that evidence-based investing means simply buying index funds. However, there are some key differences between index investing and evidence-based investing. The … [Read more...]
The Rules of Prudent Investing
Overview: The following rules can help investors build and adhere to a well-designed investment plan. These guidelines may be instrumental in giving investors the best chance of achieving their … [Read more...]
What Is Fiduciary Advice, and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in the … [Read more...]
Dollar-Cost Averaging vs. Lump Sum: What’s the Best Approach?
You spent the last 20 to 30 years growing your business. After months of work, due diligence, negotiation, and sleepless nights you finally sold it! You look at the bank balance and it almost doesn't … [Read more...]
The Perils of Trying to Time the Market
COVID-19 has wreaked havoc with the economy and your portfolio. If you’ve got your doubts in this moment, you may be wondering whether you should somehow shift your portfolio to higher ground until … [Read more...]
Remember: The Stock Market is Resilient
A common refrain of investors during any period of stock market volatility is, "Yeah, but this has never happened before." It's true that the details of one volatile episode rarely perfectly … [Read more...]
Three Upside-Down Investment Insights
"Just keep in mind: the more we value things outside our control, the less control we have." — Epictetus The average day in the global stock market involves over $462 billion in trades. The … [Read more...]
You, Your Investments, and the Coronavirus
What is the prudent investor response to the uncertainty of a rapidly expanding overseas health crisis? Financial prognosticators are implying the Coronavirus could create economic headwinds that … [Read more...]
3 Simple Strategies for Your 2020 Investments
By now, you’ve probably seen a few – or a few thousand– retrospectives on the past year and the past decade … with a few 20-year reflections thrown in for good measure. It can be entertaining to … [Read more...]