Financial Blogger Wisdom

Financial Blogger Wisdom

Last week was the annual Blogger Wisdom series on Abnormal Returns. It is a true honor to be included among a group of such smart, insightful people. Here were my responses to the different questions asked throughout the week. What do you know with a high degree of...
The Biggest Retirement Planning Mistakes

The Biggest Retirement Planning Mistakes

I’m preparing for a presentation related to retirement readiness, so I started by making a list of common mistakes people making when planning for retirement. While the list probably doesn’t include everything, I would argue all of these mistakes could be...
U.S. Stock Valuations and Return Expectations

U.S. Stock Valuations and Return Expectations

Are your expectations for your investment returns realistic? Investors who hold unrealistic expectations frequently make mistakes and misjudgments that negatively impact their portfolios. Everyone wants double-digit returns, but they don’t want to expose themselves to...
Don’t Predict, Plan

Don’t Predict, Plan

People check their portfolios way too frequently, which increases their chances of seeing a loss. Losses aren’t necessarily a problem – in fact, they are a crucial part of a well-functioning market – but the emotions that losses invoke cause us to make mistakes. Our...
Building Meaningful Benchmarks

Building Meaningful Benchmarks

A version of this article originally appeared on WSJ.com.  Most people don’t know how to properly evaluate their financial advisor and overly rely on performance as the sole measurement of success. This is problematic because people tend to evaluate their...
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