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Tag Archives | investing behavior

Challenges of Socially Responsible Investing

Balancing profits, people, and the planet can be tricky. Many investors prefer to put their funds into companies that not only make money, but that also reflect the investors’ values. Some take this concept, often described as “socially conscious” or “socially responsible” investing, very seriously. There are also financial advisors who specialize in this niche. […]

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When Doing Nothing is Investment Strategy

A few weeks ago, when the US markets started dropping dramatically, a reporter for The Wall Street Journal called. He asked me if I had received any calls from worried clients. I told him I had heard from 5% of my clients. “What changes in their portfolios are you making?” he asked. “I’m not making […]

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Risk of Comparing Portfolio Apples to US Stock Oranges

It may be entertaining to watch Donald Trump point his finger and curtly say, “You’re fired!” When a client says the same thing to me, it isn’t so funny. I’m especially not amused if a client fires me because their diversified portfolio is underperforming the US stock market and they abandon the strategy. The result […]

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