Improving Investor Behavior: Where were you 50 years ago?
October 2023 marks the 50th anniversary of one of the most tumultuous months in American history. Do you recall the events of October 1973?
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Improving Investor Behavior: Forecasting is an illusion of knowledge
Have you ever tried shaking one of those magic eight balls found in the toy aisle?
Improving Investor Behavior: The problem with pessimism
With markets improving and the overall economy strengthening, why is everyone so negative about our country鈥檚 current financial state? By many measures, I believe our economy is far better than...
Improving Investor Behavior: Financial and time independence – what’s your score?聽
The single freedom that most resonates with entrepreneurs is typically freedom of time 鈥� our most valuable resource.
Improving Investor Behavior: Own or loan? Equities vs. bonds
With interest rates on the rise, we鈥檝e had an uptick in people asking us about bonds and whether it makes sense to re-evaluate fixed income in a portfolio.
Improving Investor Behavior: Quit beating yourself up
Netflix has a new documentary chronicling the Bernie Madoff story. My wife and I aren鈥檛 the biggest TV watchers, but we started the series at the recommendation of a friend....
Improving Investor Behavior: The balance of trust and anxiety
At the time of its construction, the Brooklyn Bridge was one of the largest structures the world had ever seen. Opening in 1883 to connect Brooklyn with Manhattan, it was...
Improving Investor Behavior: Are the markets singing a familiar tune?
Today feels very similar to the early 1970s for many reasons, including our challenges with inflation, energy, recession and political strife. Let抖阴ap explore what was happening back then, so we...
Improving Investor Behavior: You can improve your odds of success
My experience has taught me that an investor鈥檚 behavior is a far greater tell of investment success than nearly any other characteristic.
Improving Investor Behavior: Colorado now requires retirement savings plans. Are businesses ready?
Beginning this year, the State of Colorado will mandate businesses of greater than five people offer a retirement savings plan for their employees.