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Investor Behavior: Are You Your Own Worst Enemy?

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 […]

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An Investment Strategy with Downside Risk Protection 

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 […]

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