Tag Archives | financial success

How We Select Investments

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing how we select the funds we typically […]

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Planning Concerns of Divorcing Couples – Part 2

10 “Must Know” Areas of Potential Financial Contention Please see Part 1 here: Planning Concerns for Divorcing Couples – Part 1 Child Custody, Child Support, and Alimony When parents separate and divorce, one of the most emotionally charged issues involves the children and who will live with them. Determining the extent of child support, and […]

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My Daughter’s Surprise 18th Birthday Present: Not what she expected, but it will keep on giving

Key Takeaways Once your child turns 18, the law prevents you from making certain important financial decisions on his or her behalf. Purchase basic estate documents for your child: will, durable POA, healthcare POA. Help your child select a credit card (with reasonable limits and rates) to establish a credit history. For further reading on […]

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Rainy-weather Investing: A Lesson From a Fishing Adventure

The weather promised to be unpleasant: cold winds with occasional rain. Such conditions are bad news for just about every activity you might want to do during a Yellowstone Park adventure … with the exception of fly fishing. When we arrived at Yellowstone’s Soda Butte Creek parking area, we were the only fishermen there. This […]

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Market Volatility and Investment Challenges

When is it easy to earn market returns? This is a trick question, because the answer is, “Never.” This is in part because volatility – the up and down movement stock markets experience – is more often distracting than it is cause for changing your investment strategy. The market’s volatile range of returns in any […]

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Research Confirms That Active Management Disappoints Investors

The evidence is clear, active investing offers a hollow promise of outperformance. Key Takeaways Most active managers can’t beat the markets long term. It’s not because they’re lacking in intelligence—it’s because their costs are too high and they have too much portfolio turnover. Successful fund investing is about more than picking past winners. Consider a […]

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Staying in the Stream – the Key to Fishing (and Investment) Success

Key Takeaways: Just like fishing conditions, markets are also virtually impossible to predict consistently. Investing for the long-term and consistently rebalancing helps to reduce the uncertainty of the markets and put investors in the best position to succeed. Market timing is not a reliable method for fishing, or investment returns. Fly fishing is a captivating […]

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