Tag Archives | risk management

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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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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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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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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