How Much Income Do You Need in Retirement?

It is an often asked question, but one that does not have a singular answer. How do you determine what percentage of pre-retirement income you may need to maintain your desired lifestyle in retirement? Marlena Lee, PhD, of Dimensional addresses this important question in the following video: video platformvideo managementvideo solutionsvideo player More detailed information […]

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Simplicity

Keeping things basic is the key to successful investing, fly fishing and so many other human endeavors. Key Takeaways A simplified, low-cost, evidence-based portfolio is the best solution for most investors. The vast majority of investors don’t need hedge funds, structured notes, options, futures or day trading to be successful. If you have complex instruments […]

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Is It Time for You to Invest Unconventionally?

The evidence says yes! Key Takeaways Research shows that investors in actively managed equity funds have earned only half of what they could have earned by investing in the unmanaged S&P 500. Conventional investing limits your returns due to the need for predictions, adverse investor behavior, media bias and the social element. Evidence-based investing is […]

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Top Five Lessons I’ve Learned about Investing

Always be skeptical, focused, fact-based, cost-conscious and diversified. Key Takeaways After 30 years in business and after years as a NASD arbiter, I’ve learned a several key lessons that I use every day in my practice. Successful investors always maintain a healthy level of skepticism; they don’t rely on hunches and keep a close eye […]

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Do Investors Get Their Money’s Worth from Hedge Funds?

Don’t forget to factor in costs when evaluating your investments, especially hedge funds. Key Takeaways A recent study indicates that the average hedge fund return was less than the return of the unmanaged S&P 500 index over a 15-year period. The median fees structure is a 1.5 percent management fee PLUS 20 percent of returns […]

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It’s All In The Wiring

Humans just aren’t programmed to be disciplined about their money. But there are five key steps you can take to become a more successful and consistent investor. Key Takeaways Too frequently we invest emotionally rather than rationally and reacting to our emotions can hurt our results. Focus on what you can control—not on what you […]

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What’s Fly Fishing Got to Do with Investing?

More than you might think. Key Takeaways Good fishermen are like good investors: They’re always trolling for opportunities. They use a wide variety of tactics and rely on proven science to make informed decisions. Just like great anglers always have a line in the water, successful investors always have their capital deployed somewhere. Patience is […]

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