2017 Annual Investment Review

2017 Annual Investment Review

Every year I address some of the most common client questions in a publication titled Annual Investment Review. Topics in this year’s issue include: A Framework For Making Portfolio Changes Disadvantages of Individual Bonds Myopic Loss Aversion Confirmation Bias...
The Collective Knowledge of Financial Markets

The Collective Knowledge of Financial Markets

How much does the cow in the picture below weigh? NPR’s Planet Money asked the internet this question and got 17,205 responses. The average of all the responses was 1,287 pounds and the actual weight was 1,355 pounds. The average was off by only five percent....
Invest or Pay Down Debt?

Invest or Pay Down Debt?

Should you invest in the market or pay down debt? Everyone has different circumstances, but there are some common variables to examine, including: Expected return on investments Interest rates on debts Tax benefits associated with your debt Tax benefits associated...
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