Periods of market volatility – especially pullbacks – can trigger emotional responses in investors, causing them to feel upset or worried. Despite the fact that you and your clients have been through worse market situations, you likely...
Some of the wisest words on financial planning this year come from a poker champion named Annie Duke.What, a gambler has anything worthwhile to tell investors? Isn’t that like Hannibal Lecter giving you tips on personal safety? Actually, her...
It’s an age-old debate: Whether active or passive fund investing is the best path to success. For long-term investors, however, it’s tough to ignore the latest data that suggests the passive route is the better option.Active managers...
Among experiences you sure don’t want, you open your credit card bill and find a long column of strange charges. Or you try to file your federal tax return and the Internal Revenue Service responds that you already filed and supposedly...
When evaluating financial performance, whether of a nation’s economy or a stock, the key question is: relative to what? Focusing on a country’s or a stock’s situation is worthless without comparing it to others and to itself in...