Fall 2020 Market Update Webinar
…latest on markets? (4:10) Which market components have done well? Which have disappointed? (5:44) Why has the market soared since March, despite all the economic challenges? (6:26) What do we…
…latest on markets? (4:10) Which market components have done well? Which have disappointed? (5:44) Why has the market soared since March, despite all the economic challenges? (6:26) What do we…
Innovations in portfolio theory don’t come around that often, and fewer still are the worthy research breakthroughs making their way into real portfolios. In the early 1960’s, William Sharpe introduced…
…protect your portfolio from inflation. Rather, this is a cup of comfort—a reminder for retirees why it’s okay to spend a little more when inflation creeps upward. Overcoming Fear of…
…determines an investor’s real purchasing power are real returns— returns after stripping out inflation. After factoring in inflation—which has been historically low, as well, over the past 10 years—real returns…
While it is too soon to grasp the full implications of the new tax law—the first significant revision to U.S. tax law since 1986—individuals and corporations will be affected by…
…Wealth.” Xeno Books. September 15, 2020. Kevin Loria. “How winning the lottery affects happiness, according to psychology research.” Business Insider. August 24, 2017. Powerball: Are Lottery Winners Happier? (businessinsider.com). …
…the resulting rule of thumb from Bill Bengen’s 1990s research. But there’s been a slight disturbance in the force of late on the withdrawal rate front. A New Hope? The…
…return over your investment horizon. Putting together an entire portfolio? Your odds are probably closer to 1 in 100. Active Management: Theory vs. Reality Active managers dismiss this underperformance by…
…alluring as those new AirPods, but they’ll come to appreciate the value of a good investment. Gifting securities can be a little complex because gift value is based on current…
…a lifetime goal and financial freedom that comes from being debt free—particularly as one heads into retirement. Find That Balance When thinking about paying off a mortgage, the right answer…
…complete picture of wealth. Wealth can also be intangible, and that’s often where real value begins. Two types of wealth that I value are time wealth—the freedom to pursue what…
…and other news is still bad. By the time the economic news turns positive, prices have moved higher. You don’t get good news and low prices. Missing just a few…