Psychology of Investing
Quarterly Commentary
America at 250: A Story of Reinvention
It's tempting to credit America's success to whichever breakthrough technology dominates headlines. Today, it's Artificial Intelligence (AI). Before, it was the internet, personal computers, and electricity. But the most enduring competitive advantage is the system itself. It repeatedly commercializes new ideas, attracts capital, and scales businesses on a global stage.
Read more6 Signs You’re Making Smart Investment Decisions And 3 Signs You Might Not Be
Learn six habits of successful investors and three red flags to avoid so you can build lasting wealth with confidence.
Read moreDon’t Mix Politics and Investing
As we approach another election season, the chatter about its potential impact on financial markets is hard to ignore.
Read more5 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...
Read moreLast year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...
Read moreAvoid 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...
Read moreWhy “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.
Read moreHow 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...
Read moreThere 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?!"
Read moreRisk 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....
Read moreThe Power of Investing Diversification
Here are a couple of fantastic slides that highlight some favorite themes: diversification and the average investor's behavioral biases.
Read moreAs you may know, we're big fans of Warren Buffett. His latest annual letter to...
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