Informed Decisions Drive Better Outcomes

Don’t Mix Politics and Investing

As we approach another election season, the chatter about its potential impact on financial markets is hard to ignore.

5 Ways to Manage Financial Stress in 2023

Let’s address the financial elephants in the room - inflation and recession. Just the mention of these terms right now is enough to wrack some nerves. Thankfully, you can overcome the worry and not...

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...

Avoid Home Bias When Investing

Today, a few clicks lets you buy stocks anywhere. With the world's stocks on every menu, investors' have collectively allocated capital according to the cartogram. Yet individually, investors...

Why “Fee-Only” is Important When Working with an Advisor

The world runs on incentives. Often, the challenge in investing is to figure out how to entrust your money with people whose incentives are best aligned with your own.

How to Approach Down Periods in the Markets

In the short term, markets are about Psychology; in the medium term, they are about Economics; and in the long term, they are about...

What If I Bought Apple…

There is a tendency, even among those who have owned Apple, to daydream about having jumped on board even earlier: "But what if I had bought Apple right after its IPO in 1980?!"

Risk Is Counterintuitive: Avoid Following the Herd

Fear of the unknown is an instinct that helps us survive, but acts against our better judgment as investors. It pushes us toward the perception of safety....

The Power of Investing Diversification

Here are a couple of fantastic slides that highlight some favorite themes: diversification and the average investor's behavioral biases.

Warren Buffett Wisdom

As you may know, we're big fans of Warren Buffett. His latest annual letter to...