Political Biases Can Impact Your Investing

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it […]

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Topics: Advice, Investing, Investor Behavior

Don’t Be Distracted By Gold’s Glitter

Perhaps fueled by the election of Donald Trump, once again we are hearing and reading stories about investors flocking to gold as both a safe haven and an inflation hedge. I’ve also noted an increase in the number of commercials promoting gold as a way to protect the value of your investments. With that in […]

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Topics: Advice, Investing

Lessons from 2016

Every year, the market provides us with some important lessons on prudent investment strategy. Many times, the market will offer investors remedial courses, covering lessons that it has already delivered in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing—there’s only investment history you don’t yet know. Last […]

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Topics: Advice, Investing, Investment Strategy

What 2016 Taught Us About Investing

Investing is a pursuit best liberated from short-term analysis that tends to mislead more than edify. But 2016 was one of those rare years that provided a lifetime’s worth of education in a brief period. Here are the three big investing lessons of 2016 that can be applied to good effect over the long term: […]

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Topics: Advice, Investing

Advanced Planning

Wealth management works hand in hand with portfolio management, adding value beyond the importance of a prudent investment philosophy. The experience begins with crafting a holistic plan designed to help you in achieving your vision of financial success. That customized plan should address financial objectives, values related to money, concerns that keep you up at […]

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Topics: Advice, Investing, Investor Behavior

“Free Lunch” Investing Takes Time to Cook

As the director of research for The BAM Alliance, I’ve been getting lots of calls recently from investors questioning their international equity investments. This hasn’t been a surprise, as any time an asset class does poorly, a significant number of investors will question why they own that asset. One particular inquiry I received addressed the […]

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Topics: Advice, Investing

Economic Growth Doesn’t Necessarily Mean Better Returns

Conventional wisdom can be defined as “ideas that are so ingrained in our belief system they go unchallenged.” Unfortunately, much of the “conventional wisdom” about investing is wrong. One example of erroneous conventional wisdom is that investors seeking higher returns should invest in countries that are forecasted to have high rates of economic growth, such […]

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Topics: Advice, Investing

No Free Lunch and No Free 401(k) Plans

Most of us understand that if somebody else picks up the check for lunch, there is probably a catch. The old adage about there being no such thing as a “free lunch” is true more often than not. Hopefully, though, the offset isn’t worth more than the cost of the meal. When it comes to […]

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Topics: Advice, Investing, Retirement

Tax-Loss Harvesting in Inclement Markets

In some alternate universe, there may be markets where nobody ever experiences any loss and every investment just keeps growing. In our world, we know better. While markets are expected to climb over time, periodic downturns happen. When they do, they can leave you feeling left out in the cold. That’s why it pays to […]

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Topics: Advice, Investing, Market Insights