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23

July 23, 2020

“Timeless Wisdom” from Jack Bogle

Jack Bogle wrote in 2006 about 5 aspects of investing that exists even when the markets are uncertain. These words of wisdom are as applicable today as they were back then.

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15

July 15, 2020

When Does Market Timing Work?

Market timing is an investment strategy that has proven over time to be a failure. It requires the investor to know when to sell and also when to get back into the market.

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1

July 1, 2020

Diversification is Your Buddy

Spreading your assets around (a.k.a. diversification) is one of the bedrock principles of portfolio construction. Keep the three levels of diversification in mind while building your portfolio.

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27

May 27, 2020

Why Good Financial Planning is More Than Just a Plan

Real financial planning is the ongoing process and is not the “formal” financial plan. As President Dwight Eisenhower once said “plans are nothing; planning is everything.”

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9

May 9, 2020

Stock Market Volatility

While the stock market is in a period of turbulence, it is important to recall that current information is already reflected in prices and trying to time the market is not a sound strategy.

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3

May 3, 2020

Alphabet Soup: Making Sense of Advisor Designations

With the proliferation of designations held by financial advisors, it is important to know which are most indicative of the quality of advice that you deserve.

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