The Top 9 Questions Every Investor Should Ask Themselves
Investing is often seen as a purely rational pursuit—analyzing data, making calculated decisions, and expecting consistent outcomes. Many times, when an outcome is not what we expected, we often tell ourselves there was one or two pieces of data we inadvertently left out of our analysis.
The Mama Bear Portfolio: Everything You Need to Know
Investing, at its core, is about achieving a balance – A balance between risk and reward, between growth and stability, and between your present needs and your future goals.
Strategic Versus Tactical Asset Allocation
Managing investments involves dividing your money among different asset classes like stocks and bonds. This practice, known as asset allocation, helps investors balance risk with potential returns.
Are You an Honest DIY Investor?
If you have been fortunate to build some savings, you will soon face a decision.
You, or somebody you trust, will need to manage your money.
Why Does the Stock Market Go Up and Down?
When markets are flying up and down like they’ve been doing, the last thing you want to hear is “You need to think long term”. Sometimes we need more than trite expressions, even if there is an underlying truth to our first-thought answers.
Approach Investing Like you Approach a Golf Swing
Even if you are not an avid golfer, one look at this picture and you know certain things. One, you see a water hazard to the right of the green.
Is “Buy and Hold” the Best Investment Strategy?
We have heard the term “buy and hold” investing is good and market timing is bad. Before we think about this too much, it is important to accurately define what we mean.
Why is it Important to Widen Your Investment Focus?
Many of our clients work with more than one money manager. Each manager may bring a specialty and focus to a particular area of their portfolio.
What Is a Buy and Hold Investor?
Investing is often seen as a purely rational pursuit—analyzing data, making calculated decisions, and expecting consistent outcomes. Many times, when an outcome is not what we expected, we often tell ourselves there was one or two pieces of data we inadvertently left out of our analysis.