Posts Tagged ‘asset allocation’
Between Greed and Fear: A Prudent Financial Path
Many of us arrive at adulthood with little to no formal education regarding investment management. How much financial management is taught in school or even college? Yet most of us eventually find ourselves owners of a 401(k) or similar self-directed retirement plan. Where do we start? Parenthetically, that is, in part, where I formed my…
Read MoreWhen Life Gives You Lemons…
…you capture capital losses, of course. In declining markets, the wish to do something is natural. After all, humans have evolved and thrived in part by being attentive to perceived risk and acting to mitigate threats. Ironically, however, doing nothing with your investments is often a wonderful demeanor, including when prices are falling. After all,…
Read MoreEconomic Commentary and Investment Update
In 2022, the war in Ukraine and resulting sanctions, COVID supply chain shocks, and a re-ordering of global trade have leveled a solid bodycheck on the US and global economies. Even the strongest skater is likely to wobble under such circumstances. We’ll highlight a few themes which have occupied and at times confounded investors in…
Read More(What You Already Know About) What to Do When Markets Sell Off
Recently, Vanguard’s Chief Investment Officer Greg Davis published an article representing the firm’s guidance to investors on how to react when markets fall in value. What’s most notable to us is what they don’t espouse in such historically common conditions. Missing is such “wisdom” as “look for quality names to pick up at more attractive…
Read More