Tag Archives: risk
Strategic vs. tactical investing, our approach
A growing theme in the investment professional literature revolves around the idea of strategic vs. tactical management of portfolios. Strategic assets, or even individual positions, are generally those that are included at the core of the investment mix regardless of … Continue reading
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
Stretch Your View and Grow Your Wealth
Over the past 10 years, bonds have built a meaningful lead over stocks when comparing returns. But how often have bonds outperformed stocks over various historical periods, through all sorts of crises, political changes, recessions, etc.? Consider the graphs below … 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
How to Avoid the 5 Big Investing & Asset Protection Pitfalls of Small Business Owners
Many small business owners demonstrate five important traits that often make them successful entrepreneurs but lower their chances of achieving their retirement goals: Risk #1 – Reinvestment Because their financial future is often directly related to the value of their … Continue reading
