Posts Tagged ‘Behavioral Finance’

Message In A Bottle

Lars Phillips, CFA, CFP® | November 15, 2017 As I write this in November 2017 – things are unequivocally “good” in most investment accounts. In the last 12 months, the S&P 500 is up over 19%, the MSCI All Country World Index is up over 23%, and Emerging Markets are up over 31%. What’s more, […]

Posted by Lars Phillips on November 15, 2017

6 Predictions To Bank On For 2017

Lars Phillips, CFA | January 15, 2017 It’s that time of the year again when the investment media likes to publish articles with their predictions for the coming year. Not wanting to be left out, we thought it was time for us to jump on the bandwagon and go out on a limb. Without further […]

Posted by Lars Phillips on January 15, 2017

Know Thyself

Shalina Martos, CFP® | October 15, 2016 Are you aware of how you make investment decisions? Are you an analyzer, researching until the sun comes up? Are you someone who buys an item on the spot, no research involved? Knowing how you make decisions, and the emotions that go along with them, is a very […]

Posted by Lars Phillips on October 15, 2016

Brexit Aftermath

Avier Wealth Advisors | June 24, 2016 The following article is written by Bob Veres, respected writer in the financial planning industry and publisher of “Inside Information”.  Welcome to Brexit. Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but […]

Posted by Kate Deines on June 27, 2016

The Investor Returns Gap and the Value of Disciplined Management

Jordan Edwards, CFA, CFP® | June 13, 2016  “The investor’s chief problem—and even his worst enemy—is likely to be himself.” Benjamin Graham As investors, we face many challenges in the process of properly valuing investments. We have the assistance of numerous analytical models which do a wonderful job discounting future cash flows and deriving the […]

Posted by Kate Deines on June 13, 2016

The Batteries of our Life Plan

The Batteries of Our Life Plan Luellen Lockwood | April 20, 2016 With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors.  Also, with spring comes tax time.  So, as we work on completing and filing our tax returns, this is a great time to […]

Posted by Kate Deines on April 20, 2016

Investing In Your Child’s Future

Investing In Your Child’s Future Nicholas Wright | April 8, 2016 As a recent college graduate, I am all too familiar with the high costs associated with obtaining a higher education. Tuition, room and board, and over-priced text books are only a few of the expenses every college student encounters, not including a budget for […]

Posted by Kate Deines on April 8, 2016

Rob Arnott on All Asset January 2016

Rob Arnott, head of Research Affiliates, shares his firm’s market insights and allocation strategies for PIMCO All Asset strategies. BY ROBERT ARNOTT JANUARY, 2016 (excerpt from his January 2016 memo) Q: At the start of each year, we would like to begin with a discussion of your outlook across all global asset classes. As you […]

Posted by JP Osseward on February 9, 2016

Dimensional Fund Advisors’ Jim Parker – Second-Hand News

By Jim Parker of DFA Why don’t the media run more good news? One view is bad news sells. If people preferred good news, the media would supply it. But markets don’t see news as necessarily good or bad, rather in terms of what is already built into prices. One academic study appears to confirm […]

Posted by JP Osseward on December 17, 2015

Driving in the Rear View Mirror

Know Your Biases Series By Taylor Drake, CFA Admit it.  We all do it.  Woulda, coulda, shoulda.  We all beat ourselves up over the fact that we should have seen it coming.  Somehow we knew that the market was going to go (up, down, sideways) and just didn’t take action.  It’s what researchers call Hindsight […]

Posted by Taylor Drake on November 17, 2015

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