Archive | Economy

In Charge or In Control?

Do you seek to be in charge of your financial future, or are you trying to be in control? Being “in charge” implies that you are taking responsibility. Trying to be “in control” means you are attempting to command or regulate what occurs. We often advise clients that “inputs determine outcomes”. This means that a […]

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Four Steps Towards Financial Independence

Most investors obtain their understanding, (or misunderstanding), about personal financial issues from heavily biased sources (like investment providers). There is a better way, where your financial health is concerned. Here are four specific steps that will improve the probabilities of success. Commit to learning about financial market history and the academic findings, (evidence), which constitute […]

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What if Your Financial Life Wasn’t a Hodgepodge?

Ever wonder why your financial life is such a hodgepodge? While this term has several meanings, in this context, “ a confused mixture” might fit best. If you are like many of folks that we see, your financial life may indeed be “ a confused mixture”. But that isn’t the real issue. The question is […]

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What Really Improves Your Investing Odds?

For the past few weeks, we have been reviewing the components that go into the way we bring value to our client relationships. This week, the role of Portfolio Management takes center stage. Your specific goals create the frame for how we approach managing individual portfolios. While goals are the driving force, decades of academic […]

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What We Do; What We Don’t

A few months ago we put together a simple two-sided page that outlines our four primary components of value. Taken together, these four factors comprise the functional and strategic ways that we create value for our clients. Financial planning involves much more than just investment returns. We strongly believe that the more clients, prospective clients […]

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Are You Overestimating the Risks of Investing?

Where is Your Focus? We are closing in on a decade since the 2007-2009 stock market “meltdown”. Rarely a week goes by that someone I encounter doesn’t refer back to 2007-2009 as a period where they “lost 50%” on their investments. Indeed, the S&P 500 Index declined by 57% from the peak in October 2007 […]

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It’s Not the Global Economy…It’s Your Personal Economy

“Shiny Objects” We don’t spend much time, (and neither should you), trying to predict economic inputs that we can’t influence. However, many of our clients sure worry about the direction of Federal Reserve policy, the price of oil and a myriad of other aspects of economics that simply can’t be controlled. The global economy matters, […]

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Four Cures for Scares and Surprises

Most of us don’t like to be scared or surprised. However, coming to grips with these innate fears is an important ingredient in a successful investing experience. Regardless of your age, be it 50 or 80, trying to avoid these fears creates a problem in making financial decisions. Where is your focus? Investing is a […]

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The Two Best Ideas of the Past Half Century

Evidence Based Investing I was recently reading through a book of quotations from Dimensional highlighting the power of great ideas. Some of the pages contain quotes from Professor Eugene Fama, author of The Efficient Market Hypothesis (EMH). Only a handful of years after Fama first wrote on efficient markets in 1965, index mutual funds were […]

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Things Will Happen: What’s Next?

Life is a series of things: things you know will happen, things you hope will happen, things you hope will not happen. Which of these most accurately describe your financial life? On measure, I would submit that based on hundreds of real-life scenarios, most individuals who come to us focus on the middle category, the […]

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