Tag Archives: diversification
Do Older Investors Make Better Investment Decisions?
Christopher Shea writes the “Week in Ideas” column in the Saturday Wall Street Journal. He reviews a variety of topics from the world of the social sciences. One item from December 4 caught our attention. It was titled “Older Brains, … Continue reading
Stocks are “cheap,” investors prefer bonds
Jeremy Siegel is a finance professor at the University of Pennsylvania’s Wharton School of Business. His research and book, Stocks for the Long Run, have documented investment returns and performance patterns back into the 1800s. On a conference call with … Continue reading
Think twice before shifting to ‘safe’ investments
Gary Brooks’s monthly column in The News Tribune was published today. http://www.thenewstribune.com/2010/06/18/1231727/think-twice-before-shifting-to.html It examines perceived safety of bonds and gold as choices to manage investment risk. Two notes you might find hard to believe: Since 1945, government bonds have had … Continue reading
Managing Risk; The Most Important Part of the Plan
Each of us thinks about the risks that we take in our own way. Some people have no difficulty taking risk in their personal lives but are more risk averse in their financial decisions. Others are just the opposite. We … Continue reading
BH&J in The Seattle Times
The Seattle Times does a monthly “Money Makeover” financial planning profile on a local individual or couple. This month, we were chosen to provide a comprehensive financial plan for the couple being featured. We worked with Dave Wilton and Molly … Continue reading
How much has your portfolio recovered?
Interesting chart here from John Hancock mutual funds, using data from Ibbotson. Global markets rallied strongly from March through September already erasing steep declines in some portions of the market. Other areas may require a lot more time to get … Continue reading
