August 20, 2020

Investing Principle #5: Don’t Try to Predict Markets

Wall Street and the popular financial press want you to believe that, in order to make money in the stock market, you need to invest based on what is about to happen. That is the message sent out everyday by market strategists, brokers, analysts, mutual …

June 5, 2020

Investing Principle #3: Invest for the Long Term

With the recent market volatility behind us and a more stable investment world, we now return to our regularly scheduled show: Investment Principles You Should Know. Over the last nine decades, the U.S. experienced 9 bear markets and 15 recessions or depressions, wars, pandemics and …

May 15, 2020

Investing Principle #2: Time

There is an old proverb that states, the best time to plant a tree is twenty years ago, the second-best time is now. When it comes to retirement or any long-term financial goal, time is money. If you are in good health when you retire, …

January 11, 2020

Investing Principle #1: Planning

We live in a world of abundant consumer choices, which can be empowering but at the same time confusing and frustrating. Investing is no different. With thousands of investment choices, advisors, TV shows, mobile apps and news headlines – how can anyone make sense of …

September 16, 2019

A Tale of Two Decades: Lessons for Long‑Term Investors

The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. And …

June 20, 2019

Focus on What You Can Control

When people choose whether or not to invest, their decision is usually based on things that are out of their control. Things like, “Who’s in Washington?” “What’s the Fed up to?” and “What did the stock market do today?” We are mesmerized by the daily …