Topics
Topic:
Market Insights
-
Bear Markets and Portfolio Reviews
If you weren’t a long-term investor in January, you are now! I had this post planned since then. I thought May/June would be as good a time as any to discuss how you can thoughtfully review your portfolio. Back then I did not know we would be in bear market territory, which makes this even…
-
Staying the Course No Longer Works?
Ever since the market debacle triggered by the Great Recession, “Staying the Course No Longer Works” and “Modern Portfolio Theory Is Dead” have been popular headlines with the financial media. It sure sounds good; after all, why would any investor willingly subject their portfolio to the massive losses of 2008 and early 2009? They wouldn’t,…
-
Biggest Mistake: A Great Stock and a Great Investment May Not Be the Same
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! “That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all too many investors make their investment decisions. Mistake, big mistake. Randi: Hello, Harold. Harold Evensky: Hi, Randi. What’s new in…
-
Market Timing: A Fool’s Game
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! — Markets don’t care about what you need. The Trujillos visited me a few months after the technology market crashed in 2002. They were a lovely couple—both in their mid-seventies—Mr. Trujillo was dapper in his tailored blue blazer,…
-
What Issues Should You Consider During a Market Correction?
Markets are in full correction mode. Reminder: A market correction is defined as a drop of at least 10% and a bear market is defined as a drop of 20% or more. The situation in Russia/Ukraine is and will continue to dominate headlines until resolution or something more eye-popping takes the stage. Depending on where…
