Tag Archives | real return

Antidote for Financial Failure

The Antidote for Financial Failure

Understanding market history can be the antidote for financial failure. However, there is more. Comprehending the historical impact of inflation on wealth as well as your own financial history, rounds out the cure for failing financially. Conversely, ignoring (or misunderstanding) the markets, inflation and your history can provide a huge obstacle to your long-term financial well-being. […]

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Are You a Conservative Investor?

Sometimes clients come in and say that they want a “conservative” investment portfolio. In most cases, they are inferring that “conservative” denotes a higher percentage of fixed income/bond investments. Let’s walk through the reasons for investing in the first instance and see if that changes your perspective.   Why We Invest For most of the […]

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Investment Lifetime

What’s Your Investing Lifetime?

“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.” – Peter Lynch (Former Fidelity Magellan Manager)  We sometimes see clients that have an investing theory all worked out that inevitably leads to a coming  market decline.  Financial markets indeed move up […]

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