Current market volatility is an investor test, not a market test

Current market volatility is an investor test, not a market test

1 year ago 0 632

After years of unusually low market volatility that hypnotized a large swath of investors into believing yet again that markets only rise, the market drops of the last 2 days are a healthy reminder that stock market fluctuations should be viewed as a normal part of investing. Don’t forget, as is the case with food, good nutrition isn’t always tasty, but is beneficial in the long run. Eat your Brussels sprouts! As disciplined institutional investor Warren Buffet wisely said a while back, “The stock market is a device to transfer wealth from the impatient to the patient.” So, the real question is… do you want to be in the panic (impatient) group? Or the profit (patient) group?

Q4-2017 Quarterly Context Webinar

2 years ago 0 497

What happened before markets started cooling in February? The bitcoin bubble… looks just like other bubbles. A new periodic table of returns design. Projected 10-year returns and risk. A visual of 229 years of returns, in return buckets. That and more in the Q417 Quarterly Context video.

Article library & oldies but goodies

2 years ago 0 350

News articles to help you make better financial decisions. Topics include investor behavior, smart financial choices, investor pitfalls to avoid, and other topics.

Maybe spend more $ in early years of retirement

2 years ago 0 435

Good news… you may be able to spend more in the early years of retirement than you thought. Smart in-retirement spending approaches were always critical to not running out of money have always been important, but new studies on longevity and spending patterns of those in retirement shed new light on the subject. You spend most of your life saving for retirement, so making sure the money is spent wisely…

Q4-2017/Year End Market Review

2 years ago 0 417

2017: A Year of Records Macroeconomic Environment Another record low in volatility, more record highs in global stock markets, mixed records in global temperatures, a record number of natural disasters in the U.S., and many records associated with President Trump. The VIX Index, a widely used measure of expected stock market volatility, fell more than 20% in 2017, reaching an all-time low in November. Stock markets hit a number of…

Take action now to reduce the risk of identify theft

2 years ago 0 296

If you are reading this (or even if you are not!), it is likely that you were one of the 145 million Americans whose information was exposed in the Equifax data breach earlier this fall (announced by Equifax in September of 2017), given that 145 million represents a high percentage of all adults in the U.S.. Now that the dust has settled, if you have not already done so, consider…

Q3-2017 Quarterly Context Webinar

2 years ago 0 373

Are market cycles growing longer? Do stock markets normally slow down after stocks reach highs? What does a bad year with bonds look like? See this Quarterly Context video for more.

Q2-2017 Quarterly Context Webinar

2 years ago 0 644

Are market overheated? What does rising and late credit debt imply? Do advisors add value? See our Q2 Context video: