Tag Archives: disciplined 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

Posted in investing | Tagged , , , , | Comments Off on We Love Volatility!

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

Posted in investing, Track Record Investing | Tagged , , | Comments Off on What is Back Testing?

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

Posted in investing | Tagged , , , , , , | Comments Off on Companies Work for YOU.

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

Posted in investing, the economy | Tagged , , , | Comments Off on You Own Companies, Not the Economy

LOVE THE BEAR MARKET

“If a stock [I own] goes down 50%, I’d look forward to it. In fact, I would offer you a significant sum of money if you could give me the opportunity for all of my stocks to go down 50% … Continue reading

Posted in Bear Market, investing, rebalancing | Tagged , , , | Comments Off on LOVE THE BEAR MARKET