Evidence based investing is a recent movement in the financial industry focused on what we see as real market behavior. By discerning what is real and narrowing down the evidence surrounding modern investing, we can then determine the best strategies to deploy to reduce volatility and maximize returns. While no one strategy is the best all […]
Read More »For most people its not until they hit 50 do they have the O.S. moment – do I have enough money for retirement? Am I on track to continue my lifestyle when I stop working? There are many principles we focus on early and often in financial life management, but a couple very few address […]
Read More »Your poor investment returns may be entirely your fault! I say that tongue in cheek but Dalbar’s Quantitaive Analysis of Investor Behavior study shows how poorly investors perform relative to benchmarks and the reasons for that underperformance. DALBAR publishes a study every year. Here are some key takeaways from the 2017 study: In 2016, the […]
Read More »If the market returns around 9% on average why would I need downside risk protection? And, what is that exactly? While the market may average 9% annual return you aren’t getting that. First, no one can achieve the average, only the returns that make up the average. Those returns fluctuate from up 54% to down […]
Read More »Scott and I attended the Evidence Based Investment conference in NY in November. This is our second time to attend this conference and we weren’t disappointed.
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