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Category Archives: Investments

Two hands preserve a green tree against a thunder-storm

Déjà Vu All Over Again

Déjà Vu all over again was the response I received from one long-time client in response to what is going on lately with the stock markets around the world. Seemingly no worries at all. He’s seen it all before and hopefully is very comfortable with

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Our Story

My wife Soni and I celebrated 20 years of marriage recently and I thought I would share what some of the key financial decisions we made along the way and the impact they had on our family. The themes are consistent: Figure out what is

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Bonds Struggling in 2015

Interest rates have crept up a little bit. I snapped this picture last week at a local bank. You wouldn’t know it by this CD rate. Bond prices move inversely to interest rates.  The past few months haven’t been too good for bonds.  The 10-year

Fear and Greed create bad behavior for investors

Left Alone, Many Individuals Are Horrible Investors

Part 2. of 2. Individual Investors Left alone, many individual investors are horrible at timing the market. Instead of “buying low and selling high” people tend to do the opposite.  The proof is in the chart below: The terrible investor results are terrifically poor.  This

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And the Winner is? Active vs. Passive Investing

Part 1 of 2 on Investing: Active vs. passive investing For this article the passive approach will be reflected by the S&P 500 stock index. Understanding the differences: It’s easy to get caught up in the Wall Street hype about which investment approach is better.

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Beware of October’s Spooks and Scares

In addition to Halloween, the month of October is known for creating spooks and scares among investors. When it comes to wealth suddenly disappearing, October can be quite frightful. The stock market crash of 1929 that led to the Great Depression occurred in October. So did the