I have always found behavioral finance to be a fascinating topic that combines psychology, economics, and finance to explain how investors make decisions and how these choices can impact financial markets. Years ago (Pre-COVID), I would occasionally host in-person...
Modern Portfolio Theory (MPT) has been a cornerstone of investment strategy since its introduction by Harry Markowitz in 1952. This, at the time, groundbreaking theory revolutionized the way investors approach portfolio construction, emphasizing the importance of...
For investors seeking to optimize their investment strategies, Relative Rotation Graphs (RRGs) offer a sophisticated tool for informed decision-making. RRGs are an instrumental tool when viewing sector relative strength and momentum. This can help investors select...
When it comes to investing, there’s a whole bunch of numbers and indexes that try to tell us how risky or safe an investment might be. One such metric that doesn’t get as much spotlight but is super useful is the Ulcer Index
In the world of investing, few phrases are as exhilarating as “bull market”. These words evoke visions of a flourishing economy filled with opportunities, a period characterized by steadily rising stock prices that promise lucrative returns for savvy investors. Yet, despite these promising circumstances, an intriguing anomaly persists: many investors retain a distinctly pessimistic outlook, even in the midst of a bull market.
Beating the market might sound appealing, but it doesn’t necessarily provide peace of mind for investors. Furthermore, it may require taking on unacceptable risks. Investors typically focus on the wrong goal, and as a result, take unnecessary risk in their portfolios.
Retirement planning should be a reward for years of hard work, and you don’t want to have to pinch every penny. You should be able to do the things you couldn’t when you were punching a clock every day.
You should be able to look forward to retirement as one of the best times of your life.
But, that said, if you want your money to last, if you want to live comfortably in your 60s, 70s, 80s, and beyond, you should consider some common concerns.
I have always found behavioral finance to be a fascinating topic that combines psychology, economics, and finance to explain how investors make decisions and how these choices can impact financial markets. Years ago (Pre-COVID), I would occasionally host in-person...
Modern Portfolio Theory (MPT) has been a cornerstone of investment strategy since its introduction by Harry Markowitz in 1952. This, at the time, groundbreaking theory revolutionized the way investors approach portfolio construction, emphasizing the importance of...
For investors seeking to optimize their investment strategies, Relative Rotation Graphs (RRGs) offer a sophisticated tool for informed decision-making. RRGs are an instrumental tool when viewing sector relative strength and momentum. This can help investors select...