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...
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...
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...
Stop looking at your portfolio. The Digital Age has made access to stock market data and real-time portfolio values increasingly easy, but it causes investors to lose sight of the big picture as their mental time horizon shortens to match the frequency of feedback...
People say that cash is king, but they don’t give their cash the royal treatment it deserves. The biggest mistake people make is having too big a cash balance in their primary banking account. Since cash loses purchasing power over time, efficient use of cash is...
