Market Surprises No Real Surprise

Watch this video on YouTube You know we are in a long-running bull market when you see people at the gym keeping one eye on their smart phones to see if the Dow Jones Industrial Average has finally breached the 20,000 mark. With so much uncertainty at this time last...

Investing for Ups and Downs in the Economy

Watch this video on YouTube “What do you think the future holds for the economy and stock market?” When someone asks me this, my usual answer is, “I have no clue.” My expertise is in personal financial planning and investing, not economics. Few...

When Doing Nothing is Investment Strategy

Watch this video on YouTube 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...

Can You Trust the Stock Market?

Watch this video on YouTube If you keep your life savings in certificates of deposit or a savings account at your local bank, that decision may be based on a common money script: “You can’t trust the stock market.” This belief about money can keep...

Fewer Stocks, Missed Opportunities

Investment pundits and gurus have been pouring over an interesting chart, reproduced here, that was published last year in the Financial Analysts Journal. The chart shows that, despite the recent high returns for stocks, investors, in aggregate, actually held only 37%...