Should investors “go defensive” in uncertain times?
Lately, the wisdom of having adequate cash reserves has been painfully hitting home for many investors. Sometimes, it has spurred…
Is Value Investing Still of Value?
I’ve often posted blogs about the perils of trying to time the market or pick individual stocks. I hope these…
Rebalancing Investments in Down Markets: Scary, But Important
If there is a universal investment ideal, it is this: every investor wants to buy low and sell high. Fortunately,…
Three times you might want to change your asset allocation
As we approach year-end, it’s looking as if 2018 may deliver negative returns on equity investments. As we covered here, periodic negative…
Stop trying to correct for market corrections — revisited
In 2015, I published an extended series of “financial stop-doing” posts, suggesting what investors could STOP doing, if they wanted…
Is there going to be a market correction? And, if yes, then what?
Note: Originally posted in August 2014 and updated in September 2015, we have again updated this Q&A to reflect 2017…
Simple investing isn’t easy
In my last post, Why Simplicity Beats Complexity, I covered why simplicity often beats complexity, especially when investing. To quote…
Investing fads: Quack like a duck and you may get plucked
It’s now been nearly a decade since investors have had to face down a bad bear market. Long enough, apparently,…
Another Year’s Worth of Investing Advice (Still a Five-Minute Read)
Around this time last year, I shared some of my favorite excerpts from my 2016 investing advice posts. I published…
20 years as a personal financial advisor: still balanced after all these years
This month marks my 20th anniversary as a personal financial advisor, so I’m in a reflective mood. As I look…