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Uncertainty, Outcomes & Our Decisions

May 2, 2024

Our distaste for uncertainty often makes us rely on “expert’s” opinions, which can lead us astray from our financial plan. Our latest commentary addresses handling our decisions amidst uncertainty.


Magnifying the Present

October 19, 2023

Daily turmoil in the markets can distract us from our long-term goals. Avoid this trap; don’t let the tussels of the markets cloud your objectives for the future. Please see our latest commentary.


Trusting Your Investment Decisions

July 27, 2022

How we respond in the short run is critical to our results in the long-term. Our latest commentary offers insight into investment decision making in this environment.


The Power of Remembering

June 2, 2022

The long weekend that just past signals not only the start of summer, but also a time of reflection of those that made the ultimate sacrifice on our behalf. Remembering our fallen is important, remembering the past is also important to investors. Please see our latest post about remembering and investing.


Some Thoughts on Thinking

May 19, 2022

These days of volatile markets, political turmoil and war in Europe exacerbate decision making. We address the need to check our assumptions in this environment in our latest blog post. Please read more about the enhanced need for critical thinking.


The Challenge of Selling

February 14, 2022

Selling a security is something that investors ponder from time to time. Whether that security is an individual stock, a mutual fund, or an index fund, investors are left with the question of what to do with the proceeds.


A Dependable Forecast for 2022

January 13, 2022

Our forecast for the year is centered on behavior, a critical component of investor returns. 


The Wisdom of Ignorance

November 4, 2021

It may seem like a misnomer to discuss the wisdom of being ignorant. Ignorance, defined as a lack of knowledge or information, is not generally viewed as a positive attribute. But it is absolutely essential for our individual success – both financial and psychological.


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Climbing a Wall of Worry

October 15, 2021

What are your worrying about? Have your worries about the markets ever been fruitful? Our latest post addresses the “worry of the day”.


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Creating a Virtuous Cycle

September 10, 2021

There are many concerns today that can significantly affect our thoughts, actions and quality of life. Fires out west. A devastating hurricane in the south. Afghanistan. COVID. The list could go on and on.


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The Virtue Of Slowing Down

August 4, 2021

Giving our brain time to appropriately process information is a critical cornerstone for investing success.


The Peril of Investment Fads

July 7th, 2021

The first half of the year highlighted two significant fads. How to spot a fad and the wisdom of staying clear.


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Improving Your Investment Skill

June 18th, 2021

Portfolio returns and achieving financial goals are a largely a function of two inputs: investor skill and luck.
Oftentimes, those inputs get confusing – identifying what is skillful and what is luck/chance.