Our Four Investing Pillars

“Investing” requires a well-thought-out plan to succeed. One based on un-biased research and testing. Investing means consistently following the plan. Investing requires patience and perspective. Of course, this is the opposite of speculation. Our approach to investing for our clients has four pillars: Risk and return are related; that is, you trade return potential for … Read more

Are You Speculating or Investing?

There is a great deal of media coverage these days about new speculative approaches to making money and new speculative vehicles. For example, day-trading AMC and GameStop stocks influenced by Reddit subscribers and the hoopla around crypto currencies are two of the most popular media reports.  Notice that I called these “speculative approaches” and “speculative … Read more

Investing vs. Speculating

There is a great deal of media coverage these days about new speculative approaches to making money and new speculative vehicles. For example, day-trading AMC and GameStop stocks influenced by Reddit subscribers and the hoopla around crypto currencies are two of the most popular media reports.  Notice that I called these “speculative approaches” and “speculative … Read more

Five Actions to Consider If Inflation Worries You

Many client meetings these days include a conversation about inflation. People are worried because two recent stimulus bills have pumped trillions of dollars into the U.S. economy. Not to mention, the White House and Congress are considering infrastructure spending which will put even more money into the pockets of workers. In addition, the most recent … Read more

Portfolio Diversification-Part 2:Benefits

In the first post on this topic, we defined diversification as spreading your investments among assets with differing return and risk potential.  In this post, we’re going to discuss the benefits of diversification. To keep a portfolio spread among different asset classes, you will need to rebalance it regularly. Otherwise, some investments will get out … Read more

Greed & Fear Investing

With all the noise around Bitcoin, GameStop and market tops, I like this illustration to remind investors of the twin towers all investors go between. Successful investing is the sweet spot between the two extremes.

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