Category Archives: investing

We Love Volatility!

Just not the down kind. This is an important message to investors and work-plan administrators about expected returns. Let me start by giving some perspective… What do you expect from your checking account? You expect that only the money you … Continue reading

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What is Back Testing?

Back testing is a common tactic used in the investing world. It’s almost always used by sales people to show prospective clients the benefits of signing up for a certain kind of investment or a certain kind of market timing. … Continue reading

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Companies Work for YOU.

In an article sent to me recently by a client, Burton Malkiel, author of many books including A Random Walk Down Wall Street, makes the following statement about corporate earnings (read it twice if you need to): “…the structure of U.S. … Continue reading

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You Own Companies, Not the Economy

Did you know that Facebook was recently valued by Forbes at over $50 billion? Some think it could be as much as a $65 Billion company! The kid who owns it was born in 1984 and will turn 27 this … Continue reading

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The Problem is Fear, Not Volatility

Volatility must be present if you are going to get a return that is higher than fixed-income products can give you. Let’s say you own stocks and you go through a period of volatility. So you call your advisor. Let’s also say … Continue reading

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