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Archive For: Personal risk

Passive Investing Beat Active Again — So What?

In the last two blog posts, we noted that the latest figures from the SPIVA® scorecard show that passive beats active investing in the short and long term. Only intermediate term bonds (both corporate and government) active mutual fund managers provided better results than their passive counterparts on average over ... Read More

Investors Hate to Lose

I was reminded that investors hate to lose money more than they enjoy earning money by a line from a movie I was watching over the weekend. In the excellent movie “Moneyball” starring Brad Pitt as Oakland A’s baseball club GM Billy Beane, there is a scene in which Brad ... Read More

How to Choose a Safe Insurance Company

If you’re buying an insurance product, you’re betting that the company will be around to pay benefits. There are two things you should do before giving your money to any insurance company for any product (life, disability, auto, home, annuity, long term care insurance). First, visit your state department of ... Read More

What Investors Are Thinking Now

Recently, I’ve noticed that clients and prospects are asking some different questions. Since the Great Recession ended four years ago, most investors wanted protection for their investments. The fear was that we would experience another harsh dose of market declines and most investors did not want that painful experience to ... Read More