Dimensional examines US market returns and a variety of interest rates to determine if you can predict which way stocks will move when interest rates change. Be well,
Without the guidance of an advisor, the self-medicating investor might overreact to short-term market volatility by selling some of their investments.
Asking the right questions and following a few key principles can improve your odds of long-term investment success.
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally.
We should first understand the connection between the price you pay and the return you expect to receive.
The notion that sellers can outnumber buyers on down days doesn’t make sense. The number of buyers must always equal the number of seller. What the newscasters should say, of course, is that prices adjusted lower because would-be buyers weren’t prepared to pay the former price.
To say that “money isn’t everything” is more than a cliché. Studies in the early 1970s demonstrated that a sense of well-being, or happiness, had not increased commensurately with income over the previous half century.1 That trend continues as the mode …
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. “The important thing about an investment philosophy is that you have one you ca …
The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Having an advisor help you tune it out will improve your results.
The sooner you begin to save for your future self, the sooner you’ve learn contentment.
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.