Improving Investor Behavior: How do you measure your wealth?
How do you measure your wealth? Most people assume there are two typical ways. The first is a simple money calculation that takes everything you own, subtracts everything you owe,...
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Improving Investor Behavior: Rising dividends, the ultimate inflation fighter
Two things should matter to retirees and near-retirees: income from investments, businesses, or social security, and how far that income goes to purchase goods and services. Taken in tandem, these...
Improving Investor Behavior: Deciding on enough!聽
At a party given by a billionaire on Shelter Island, the late Kurt Vonnegut informed his friend, author Joseph Heller, that their host, a hedge fund manager, had made more...
Improving Investor Behavior: Where are all the good investments? 聽
Read any financial website, and you'll find a common thread among the headlines: The market is overvalued. By several historical measures, the stock market appears to be ahead of itself....
Improving Investor Behavior: Sometimes nothing is the hardest thing to do聽聽聽聽聽聽
The United States has embarked on a historic economic experiment. Initially, $1.9 trillion was borrowed by our government to fund the American Rescue Plan. So far, the government has committed...
Improving Investor Behavior: This spring, grow your garden and your finances
Spring puts me in a mood to organize the yard. It's nature's way of encouraging people to clean out the clutter and ready the garden for new growth. This approach...
Improving Investor Behavior: Progress and perspective
Headlines would have you believe COVID-19 has left Americans in financial tatters, but when looking at the broad data, I can't make the same conclusion. Make no mistake, COVID and...
Improving Investor Behavior: Overcoming inflation using a familiar friend (Part 2)
For investors, inflation is the erosion of your money, a "cancer," if you will. It is the slow, subtle decline in what your money buys or the purchasing power of...
Improving Investor Behavior: Understanding inflation, the cancer of retirement planning (Part 1)
One of the greatest challenges to retirees and investors alike is inflation. Not only is this principle often forgotten, but rarely understood. So, let's discuss inflation: what it is, where...
Improving Investor Behavior: Hindsight in 2020
They say hindsight is 20/20, and as we make the year 2020 hindsight, it's a good time to reflect. What did we learn? What surprised us? How can we use...