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More Money is Lost Waiting for Corrections Than in Them
We have data for 91 calendar years (or 1,092 months) of U.S. investment returns over the period 1927 through 2016. The average monthly return to...
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What Can Impede Your Investing Success? ABCs of Behavioral Biases
There are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter in the alphabet. Today, we’ll continue with...
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The Art and Science of a Satisfying Retirement
As many families as there are in the world, that’s how many different ways there are to enter into what we collectively call “retirement.” That...
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The ABCs of Behavioral Biases – Where Do Your Decisions Go Awry?
Welcome back to our “ABCs of Behavioral Biases.” Today, we’ll get started by introducing you to four self-inflicted biases that knock a number of investors...
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How Often Have the Stock Market’s Annual Returns Actually Aligned with Its Long-Term Average?
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth,...
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Your Behavioral Biases Are Often the Greatest Threat to Your Financial Well-Being
By now, you’ve probably heard the news: Your own behavioral biases are often the greatest threat to your financial well-being. As investors, we leap before we look....
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Why You Should Care About the DOL’s Fiduciary Rule Delay
In late August, the Department of Labor (DOL) announced its intention to delay the final phase-in for its new fiduciary rule from January 1, 2018 to July...
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How to Avoid Letting Money Ruin Your Relationships
Money destroys relationships because people can’t compete with money. Money, after all, doesn’t disappoint you, or express disappointment with you. It’s not that money is inherently...
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Why Do So Many Investors Keep Playing the Loser’s Game?
The other day, a wealth advisor colleague called to relate his conversation with a prospective client who had questioned the academic basis of our evidence-based...
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Wait and You Will Likely Miss Out
With all the warnings about excessively high valuations investors have been getting from gurus and the financial media, it’s not a surprise that a frequent...
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Take Some Action in Response to the Equifax Data Breach
You have no doubt heard about the massive data breach at Equifax, a credit monitoring service. According to the company, the data of 143 million...
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Your 529 College Savings Plan Quick Reference
Are you making best use of the 529 College Savings Plan, or have you been procrastinating when it comes to putting your best-laid plans in place?...
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