Bad World News, Good Market News

Watch this video on YouTube Most clients I have met with recently show surprise when I tell them the first half of the year was a good one for investors. As one client said, “How is that possible with all the problems in the world?” She ticked off the...

Portfolio Performance More Than Beating the Market

Watch this video on YouTube Are your investment returns beating the market? That question isn’t as simple to answer as you might think. First of all, “the market” isn’t easy to define. You can compare your investment returns to the Dow Jones...

Average Market Returns, A Winning Investment Strategy

Watch this video on YouTube When it comes to investing, it’s a losing proposition to try and be anything better than average. I was recently reminded of this important investing precept when I attended a presentation by Ken French, a noted professor of finance at...

Consider Source of Dire Economic Predictions

Watch this video on YouTube “Sell Everything!” That’s the advice to investors from RBS, a large investment bank based in Scotland, which issued the dire recommendation to its customers on January 8. The warning urged investors to sell everything except...

Be Wary of Investment Guarantees

Watch this video on YouTube The prospective client interviewing me was nervous and skeptical. She insisted on some type of guarantee that, if she hired my firm to manage her investments held for retirement, we would make her money. I asked her what she meant by...