Investing

(VIDEO) Market Volatility (Part 5): Focus on What You Can Control

Welcome back to the last video in this 5-part Market Volatility Series. If you missed Parts 1-4 then I encourage you to watch those videos that are linked below.

In Part 5 today, my message is that your focus should be on what you can control, not what you can’t control. We can’t control what happens with the stock and bond market, but there are other factors that you can control that should improve your investment experience.

Specifically in this video I highlight 6 concrete things that you can do!! Read more “(VIDEO) Market Volatility (Part 5): Focus on What You Can Control”

(VIDEO) Market Volatility (Part 4): Must Be Present To Win

Welcome back to Part 4 of this 5-part Market Volatility Series. If you missed Parts 1, 2, & 3 then I encourage you to watch those videos that are linked below.

In Part 4 today, I discuss the concept that you must be present to win. And equally as important is the concept that reacting to the recent market volatility can be detrimental to your portfolio growth. If I had to choose one of these five videos that was my favorite, this would be the one.  Read more “(VIDEO) Market Volatility (Part 4): Must Be Present To Win”

(VIDEO) Market Volatility (Part 3): No One Knows When Declines Will Come

Welcome back to Part 3 of this 5-part Market Volatility Series. If you missed Parts 1 & 2, then I encourage you to watch those videos. In Part 1, I discussed that this recent market decline is not as bad as people are making it out to be. And in Part 2, I discuss that it’s normal and necessary for markets to decline and that this recent volatility shouldn’t concern you. You can find the links to those videos directly below this video.

In Part 3 today, you’ll learn two things. First is that just because the stock market has reached a new high doesn’t mean that the market will decline. In fact, it’s generally the opposite. And second, no one truly knows when the stock market declines will come. People will say they know, but in reality they don’t. Read more “(VIDEO) Market Volatility (Part 3): No One Knows When Declines Will Come”

(VIDEO) Market Volatility (Part 2): Market Declines are Normal and Necessary

Welcome back to Part 2 of this 5-part Market Volatility Series. If you missed Part 1, Tune Out the Noise, then I encourage you to watch that video as I describe that this recent market decline is not as bad as people are making it out to be. You can find the link to that video directly below this video.

In Part 2 today, you’ll learn that Market Declines are not only Normal but also Necessary. Over the past 10 years, we haven’t experienced a lot of volatility so we’ve all become a little bit complacent. So, tune in to today’s video to learn more about the relationship between stock market volatility and stock market returns. I’m hopeful that this video will help to ease some of the concerns and fear that you may be experiencing.

Read more “(VIDEO) Market Volatility (Part 2): Market Declines are Normal and Necessary”

(VIDEO) Market Volatility (Part 1): Tune Out the Noise

In light of the recent / significant volatility that the stock market has experienced, I decided to put together a series of videos addressing it.

I know the volatility has created a lot of angst and concern for people. We’ve been hearing from clients whether or not they should make a change to their portfolios. Those who are in retirement are extra concerned since they are taking money out of a declined portfolio.

It’s for these reasons that I wanted to address the market volatility. So, over the next 5 business days I will be sending out a video blog addressing the recent market declines. Each day will be a bite-sized reason discussing why I’m not concerned and why you shouldn’t be concerned either. Today’s topic is on “Tuning Out the Noise” so that you can “hear” that these recent stock market declines are not as bad as people are making them out to be! Read more “(VIDEO) Market Volatility (Part 1): Tune Out the Noise”

Don’t Put All Your Financial Eggs In One Basket

At first glance, when you read the title of this blog post, you would naturally think that you shouldn’t put all of your “investment” eggs in one basket. While this is true, the reality is that there is more to it than that. Many people invest a large majority of their “financial” eggs with their employer. Read on to learn why this is so dangerous and 5 strategies that you can use to protect yourself!

Read more “Don’t Put All Your Financial Eggs In One Basket”

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

This week we have a guest post from Dimensional Fund Advisors on the topic of investing in bitcoin. Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

Read more “To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?”

Articles of Interest: Be Wary of Outperformance Claims

Throughout the week, I run across articles that may be of interest to you. In today’s Articles of Interest series, I am sharing an article titled Institutional’s Tiny Edge.

In this article, author Larry Swedroe references a study that shows institutional asset managers outperform retail investors. However, the study goes on to say that the outperformance is only a mirage since the asset manager deviated from the benchmark.

Read more “Articles of Interest: Be Wary of Outperformance Claims”

Investing In Gold: 10 Reasons Not To

With Christmas right around the corner, I’m sure you would rather receive a bag of gold instead of a lump of coal. I won’t disagree with that. But the lure of gold is more like a death trap similar to the scene in Indiana Jones and The Last Crusade where Elsa dies chasing the golden holy grail. She pursued gold at all costs and it was a steep price that she paid. With that in mind, I will be sharing 10 reasons why you should avoid investing in gold.  Read more “Investing In Gold: 10 Reasons Not To”

Articles of Interest: The Market Is Not Over Priced

Throughout the week, I run across articles that may be of interest to you. In today’s Articles of Interest series, I am sharing an article titled Jeremy Siegel: The S&P 500 Is Fairly Valued.

In this article, Jeremy discusses that the S&P 500 is not over-priced. This flies in direct conflict with what many of the other so-called “crystal ball experts” are saying.

Read more “Articles of Interest: The Market Is Not Over Priced”