Tag Archives | economics

Traditional Versus Roth Contributions: What to Consider – PART 1

Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until funds are withdrawn, while Roth contributions allow participants to pay tax up front, so there’s no tax obligation upon withdrawal. When deciding what type of contribution […]

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For Better Investment Results, Rely on the Evidence

Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing requires predicting markets. More than 60 years of academic research says otherwise. Still, investors are often distracted from the focus on their long term goals by the […]

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A Tale of Two Time Periods

Investors can still feel unfulfilled in these heady days for the Dow Jones Industrial Average Key Takeaways Discipline is the key to harvesting returns from risk assets. Follow your plan, not the crowd. Research shows that patient investors will be rewarded for taking smart risks on small cap and value stocks. Risk and reward are […]

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Are You Fishing for Returns in “The Business District”?

Key Takeaways The stock market’s business district is where small stocks and value stocks tend to reside. Because of their risk characteristics (i.e. higher risk), those companies offer higher expected returns than their large stock and growth stock counterparts. But, they tend to be riskier than the average stock. Since risk and return are related, […]

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Does Your Portfolio Need That New Fangled Gear?

4 steps to streamlining your investment tackle box so you won’t be a ‘page 29 guy’ Key Takeaways • Whether fishing or investing, don’t get seduced by the fancy, but unnecessary new tools on the market. • Understand what you buy and why. • Learn from your mistakes. I introduced a very good friend of […]

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The Market Correction Survival Guide

  Don’t succumb to “Recency Bias” or other common investor mistakes made during volatile markets. Key Takeaways   Research shows that the more recent a jarring stock market, the more likely it is to distract investors from information that’s objective about their long-term investment goals. Put today’s environment into historical context. Look for tax management […]

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Periodic Table of Returns

Periodic Table of Investment Returns

A good perspective is an important part of a successful investment plan. Through the years, we have used the Periodic Table of Investment Returns to help our clients understand the relative performance of the important asset classes. The illustrations of returns that the table provides has proved to be very helpful to our clients. For […]

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