1. Always Clarify Objectives and Be Focused on Results
What do you want to accomplish? Why do you want to accomplish it? Gaining this clarity by answering these “big questions” seeks to lead to better outcomes and a higher chance of success.
On Wednesday, the Dow, Nasdaq and S&P 500 all closed at all-time highs. For the first time in 25 years, the three indexes made five consecutive new highs together. While I've expected some pull-back in the market this quarter in the near-term, I've been happy to see that my views so far have not been accurate.
If you’re a woman facing divorce, you have a lot to deal with. It’s an emotional time in your life, and you’ll be faced with important decisions that will having a lasting impact on your life and possibly the lives of those you care about most.
On December 15, 1985, a little over 31 years ago, I left the relative safety and security of college life and started my first corporate job. On that day as I contemplated what my boss would be like and what work I would be given. I don't think I would have imagined the journey that lay ahead of me.
Sometimes, the best reaction is no action at all. To help my clients understand this when it comes to their behavior involving their financial investments, I sometimes use a soccer analogy. During a penalty kick, a soccer goalie must make a split-second decision to stay put in the center of the goal, jump left, or jump right.
On a regular basis, I get requests from people to summarize our investment advice. We are in a complicated, nuanced business and its difficult to boil down my views to just a few relevant thought bites. However, here are a few thoughts that are worth remembering when thinking through and evaluating your investment philosophy and strategy. 1.
We tend to make financial mistakes but those mistakes differ by age. In my firm, we work with all of our clients to manage through the challenges that exist as they get older. Here’s a look at what I see people doing wrong and how you can do better. Every new stage of life brings new financial strategies we need to adopt.
When I chat with family and friends, I’m struck when people haven’t heard of an app, product, or service that I find indispensable. Below is a list of apps, websites, products and things I find beautiful, useful, or even a bit magical that I wish someone had told me about a long time ago.
The Wall Street Journal had a story recently that highlights the dominance of U.S. stocks over the rest of the world in the past few years: Since 2012 alone, the U.S. share of global stock market capitalization has risen from roughly 35% to just over 40% of the total. U.S. stocks have killed international markets throughout this cycle.
After a brief pause during inauguration week, stocks continued to climb last week. The S&P 500 added 1.03%, the NASDAQ was up 1.90%, and the MSCI EAFE increased by 1.29%. The Dow also grew, adding 1.34%, ending the week above while hitting 20,000 for the first time ever.
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